4WM
4J Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
1,562
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $261K | Hold |
1,562
| – | – | 0.21% | 77 |
|
|
2024
Q4 | $226K | Hold |
1,562
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $230K | Hold |
1,562
| – | – | 0.18% | 81 |
|
|
2024
Q2 | $244K | Buy |
1,562
+100
| +7% | +$15.6K | 0.2% | 77 |
|
|
2024
Q1 | $231K | Hold |
1,462
| – | – | 0.2% | 83 |
|
|
2023
Q4 | $218K | Hold |
1,462
| – | – | 0.2% | 80 |
|
|
2023
Q3 | $247K | Hold |
1,462
| – | – | 0.25% | 71 |
|
|
2023
Q2 | $230K | Hold |
1,462
| – | – | 0.22% | 77 |
|
|
2023
Q1 | $239K | Buy |
1,462
+10
| +0.7% | +$1.63K | 0.26% | 67 |
|
|
2022
Q4 | $261K | Hold |
1,452
| – | – | 0.3% | 64 |
|
|
2022
Q3 | $209K | Hold |
1,452
| – | – | 0.27% | 67 |
|
|
2022
Q2 | $210K | Hold |
1,452
| – | – | 0.26% | 61 |
|
|
2022
Q1 | $236K | Buy |
+1,452
| New | +$236K | 0.21% | 66 |
|