Williams Jones Wealth 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 | $14.5M | Sell |
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|
2025
Q1 | $17.3M | Buy |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $16.8M | Sell |
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|
2024
Q2 | $20.2M | Sell |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $20.3M | Sell |
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|
2023
Q3 | $25.3M | Sell |
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|
2023
Q2 | $23.7M | Sell |
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|
2023
Q1 | $26.6M | Sell |
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|
2022
Q4 | $30.1M | Buy |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $19.7M | Buy |
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|
2022
Q1 | $20.3M | Buy |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $8.06M | Sell |
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|
2020
Q3 | $7.62M | Sell |
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|
2020
Q2 | $10M | Sell |
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|
2020
Q1 | $8.12M | Sell |
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|
2019
Q4 | $16.7M | Sell |
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|
2019
Q3 | $16.7M | Buy |
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