Worth Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $371K | Sell |
|
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|
2025
Q3 | $423K | Sell |
|
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|
2025
Q2 | $421K | Buy |
|
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|
2025
Q1 | $429K | Sell |
|
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|
2024
Q4 | $395K | Sell |
|
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|
2024
Q3 | $410K | Buy |
|
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|
2024
Q2 | $426K | Buy |
|
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|
2024
Q1 | $392K | Sell |
|
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|
2023
Q4 | $373K | Buy |
|
|||||
|
2023
Q3 | $421K | Sell |
|
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|
2023
Q2 | $395K | Sell |
|
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|
2023
Q1 | $421K | Sell |
|
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|
2022
Q4 | $498K | Buy |
|