WNY 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 | $629K | Sell |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $625K | Buy |
|
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|
2024
Q2 | $661K | Sell |
|
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|
2024
Q1 | $681K | Buy |
|
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $698K | Buy |
|
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $628K | Hold |
|
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $313K | Buy |
|