Xcel Wealth 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 | $430K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $596K | Buy |
|
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|
2024
Q2 | $613K | Buy |
|
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|
2024
Q1 | $591K | Buy |
|
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|
2023
Q4 | $542K | Sell |
|
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $671K | Buy |
|
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|
2022
Q4 | $566K | Sell |
|
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $975K | Sell |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $2.18M | Buy |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.69M | Buy |
|