WFA of San Diego’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 | $348K | Buy |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $341K | Buy |
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|
2023
Q3 | $367K | Sell |
|
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $412K | Buy |
|
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $454K | Sell |
|
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $2.43M | Buy |
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