WR Wealth Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $196K | Buy |
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|
2024
Q3 | $186K | Sell |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $199K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $67K | Buy |
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|
2022
Q3 | $53.3K | Buy |
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|
2022
Q2 | $53.4K | Buy |
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|
2022
Q1 | $59.7K | Buy |
|