WorthPointe’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
$820K Buy
2025
Q2
$730K Sell
2025
Q1
$859K Sell
2024
Q4
$744K Buy
2024
Q3
$754K Sell
2024
Q2
$805K Buy
2024
Q1
$811K Buy
2023
Q4
$763K Sell
2023
Q3
$920K Buy
2023
Q2
$794K Sell
2023
Q1
$949K Sell
2022
Q4
$1.05M Buy
2022
Q3
$828K Buy
2022
Q2
$834K Buy
2022
Q1
$938K Sell
2021
Q4
$2.16M Buy