WFA Asset Management’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
$842K Buy
2025
Q1
$841K Sell
2024
Q4
$797K Buy
2024
Q3
$802K Buy
2024
Q2
$842K Buy
2024
Q1
$841K Sell
2023
Q4
$838K Buy
2023
Q3
$938K Buy
2023
Q2
$823K Sell
2023
Q1
$888K Buy
2022
Q4
$968K Buy
2022
Q3
$751K Sell
2022
Q2
$761K Buy
2022
Q1
$849K Buy
2021
Q4
$607K Buy