Wescott Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $663K | Buy |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $506K | Buy |
|
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|
2024
Q3 | $481K | Sell |
|
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|
2024
Q2 | $513K | Buy |
|
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $252K | Buy |
|