BWM
BCS Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
7,518
+2,464
| +49% | +$353K | 0.23% | 89 |
|
|
2025
Q1 | $845K | Sell |
5,054
-109
| -2% | -$18.2K | 0.22% | 93 |
|
|
2024
Q4 | $748K | Buy |
+5,163
| New | +$748K | 0.19% | 109 |
|
|
2024
Q2 | – | Sell |
-5,350
| Closed | -$844K | – | 162 |
|
|
2024
Q1 | $844K | Buy |
5,350
+209
| +4% | +$33K | 0.27% | 86 |
|
|
2023
Q4 | $767K | Sell |
5,141
-44
| -0.8% | -$6.56K | 0.28% | 84 |
|
|
2023
Q3 | $874K | Buy |
+5,185
| New | +$874K | 0.36% | 69 |
|
|
2023
Q2 | – | Sell |
-2,173
| Closed | -$355K | – | 123 |
|
|
2023
Q1 | $355K | Sell |
2,173
-2,445
| -53% | -$399K | 0.16% | 110 |
|
|
2022
Q4 | $829K | Hold |
4,618
| – | – | 0.35% | 75 |
|
|
2022
Q3 | $664K | Sell |
4,618
-1,010
| -18% | -$145K | 0.31% | 81 |
|
|
2022
Q2 | $815K | Buy |
5,628
+363
| +7% | +$52.6K | 0.36% | 66 |
|
|
2022
Q1 | $857K | Sell |
5,265
-3,108
| -37% | -$506K | 0.36% | 68 |
|
|
2021
Q4 | $983K | Buy |
8,373
+475
| +6% | +$55.8K | 0.35% | 66 |
|
|
2021
Q3 | $801K | Buy |
7,898
+669
| +9% | +$67.8K | 0.34% | 68 |
|
|
2021
Q2 | $757K | Buy |
7,229
+416
| +6% | +$43.6K | 0.4% | 57 |
|
|
2021
Q1 | $714K | Buy |
6,813
+1,967
| +41% | +$206K | 0.34% | 65 |
|
|
2020
Q4 | $409K | Sell |
4,846
-1,094
| -18% | -$92.3K | 0.21% | 87 |
|
|
2020
Q3 | $428K | Sell |
5,940
-255
| -4% | -$18.4K | 0.24% | 77 |
|
|
2020
Q2 | $553K | Sell |
6,195
-766
| -11% | -$68.4K | 0.33% | 63 |
|
|
2020
Q1 | $504K | Sell |
6,961
-193
| -3% | -$14K | 0.35% | 57 |
|
|
2019
Q4 | $862K | Buy |
+7,154
| New | +$862K | 0.57% | 37 |
|