Worth 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
Q3 | $221K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.24K | Hold |
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|
2023
Q1 | $7.5K | Sell |
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|
2022
Q4 | $24.6K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $36K | Buy |
|