Westshore Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2019
Q4 | $228K | Buy |
|