BWM
Birchcreek Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
3,356
-9
| -0.3% | -$1.29K | 0.27% | 66 |
|
|
2025
Q1 | $563K | Buy |
3,365
+9
| +0.3% | +$1.51K | 0.36% | 53 |
|
|
2024
Q4 | $486K | Hold |
3,356
| – | – | 0.31% | 62 |
|
|
2024
Q3 | $494K | Sell |
3,356
-100
| -3% | -$14.7K | 0.32% | 61 |
|
|
2024
Q2 | $541K | Sell |
3,456
-965
| -22% | -$151K | 0.3% | 77 |
|
|
2024
Q1 | $697K | Buy |
4,421
+182
| +4% | +$28.7K | 0.37% | 63 |
|
|
2023
Q4 | $632K | Buy |
4,239
+285
| +7% | +$42.5K | 0.38% | 65 |
|
|
2023
Q3 | $667K | Sell |
3,954
-68
| -2% | -$11.5K | 0.45% | 56 |
|
|
2023
Q2 | $633K | Hold |
4,022
| – | – | 0.44% | 60 |
|
|
2023
Q1 | $656K | Buy |
4,022
+15
| +0.4% | +$2.45K | 0.52% | 51 |
|
|
2022
Q4 | $719K | Hold |
4,007
| – | – | 0.64% | 46 |
|
|
2022
Q3 | $576K | Hold |
4,007
| – | – | 0.53% | 51 |
|
|
2022
Q2 | $580K | Buy |
4,007
+139
| +4% | +$20.1K | 0.52% | 51 |
|
|
2022
Q1 | $630K | Buy |
3,868
+200
| +5% | +$32.6K | 0.56% | 46 |
|
|
2021
Q4 | $430K | Sell |
3,668
-800
| -18% | -$93.8K | 0.38% | 58 |
|
|
2021
Q3 | $453K | Sell |
4,468
-52
| -1% | -$5.27K | 0.42% | 55 |
|
|
2021
Q2 | $473K | Buy |
4,520
+307
| +7% | +$32.1K | 0.46% | 53 |
|
|
2021
Q1 | $441K | Buy |
4,213
+205
| +5% | +$21.5K | 0.47% | 54 |
|
|
2020
Q4 | $338K | Buy |
+4,008
| New | +$338K | 0.33% | 70 |
|