BWL
Bogart Wealth LLC’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
86,435
+4,190
| +5% | +$600K | 0.53% | 42 |
|
|
2025
Q1 | $13.8M | Buy |
82,245
+7,228
| +10% | +$1.21M | 0.65% | 28 |
|
|
2024
Q4 | $10.9M | Sell |
75,017
-973
| -1% | -$141K | 0.52% | 38 |
|
|
2024
Q3 | $11.2M | Buy |
75,990
+9,999
| +15% | +$1.47M | 0.53% | 39 |
|
|
2024
Q2 | $10.3M | Buy |
65,991
+27
| +0% | +$4.22K | 0.53% | 43 |
|
|
2024
Q1 | $10.4M | Sell |
65,964
-2,910
| -4% | -$459K | 0.54% | 40 |
|
|
2023
Q4 | $10.3M | Sell |
68,874
-462
| -0.7% | -$68.9K | 0.58% | 37 |
|
|
2023
Q3 | $11.7M | Sell |
69,336
-516
| -0.7% | -$87K | 0.72% | 25 |
|
|
2023
Q2 | $11M | Buy |
69,852
+339
| +0.5% | +$53.3K | 0.7% | 30 |
|
|
2023
Q1 | $11.3M | Buy |
69,513
+2,612
| +4% | +$426K | 0.76% | 25 |
|
|
2022
Q4 | $12M | Buy |
66,901
+3,461
| +5% | +$621K | 0.84% | 22 |
|
|
2022
Q3 | $9.11M | Buy |
63,440
+8,417
| +15% | +$1.21M | 0.76% | 23 |
|
|
2022
Q2 | $7.97M | Buy |
55,023
+9,009
| +20% | +$1.3M | 0.7% | 31 |
|
|
2022
Q1 | $7.49M | Sell |
46,014
-12,630
| -22% | -$2.06M | 0.64% | 29 |
|
|
2021
Q4 | $6.88M | Buy |
58,644
+2,403
| +4% | +$282K | 0.62% | 27 |
|
|
2021
Q3 | $5.71M | Buy |
56,241
+3,543
| +7% | +$359K | 0.58% | 27 |
|
|
2021
Q2 | $5.52M | Buy |
52,698
+13,160
| +33% | +$1.38M | 0.6% | 25 |
|
|
2021
Q1 | $4.14M | Buy |
39,538
+11,119
| +39% | +$1.17M | 0.58% | 36 |
|
|
2020
Q4 | $2.4M | Buy |
28,419
+2,733
| +11% | +$231K | 0.45% | 40 |
|
|
2020
Q3 | $1.85M | Buy |
25,686
+990
| +4% | +$71.3K | 0.41% | 42 |
|
|
2020
Q2 | $2.2M | Buy |
24,696
+10
| +0% | +$892 | 0.52% | 35 |
|
|
2020
Q1 | $1.79M | Buy |
24,686
+276
| +1% | +$20K | 0.49% | 36 |
|
|
2019
Q4 | $2.94M | Buy |
24,410
+646
| +3% | +$77.9K | 0.94% | 20 |
|
|
2019
Q3 | $2.82M | Buy |
23,764
+1,626
| +7% | +$193K | 1.39% | 14 |
|
|
2019
Q2 | $2.75M | Buy |
22,138
+1,883
| +9% | +$234K | 1.66% | 9 |
|
|
2019
Q1 | $2.5M | Buy |
20,255
+1,701
| +9% | +$210K | 1.2% | 9 |
|
|
2018
Q4 | $2.02M | Buy |
18,554
+97
| +0.5% | +$10.6K | 1.01% | 15 |
|
|
2018
Q3 | $2.26M | Buy |
18,457
+1,097
| +6% | +$134K | 1.31% | 12 |
|
|
2018
Q2 | $2.19M | Buy |
17,360
+673
| +4% | +$85.1K | 1.33% | 7 |
|
|
2018
Q1 | $1.96M | Buy |
16,687
+1,371
| +9% | +$161K | 1.13% | 12 |
|
|
2017
Q4 | $1.92M | Buy |
15,316
+542
| +4% | +$67.8K | 1.23% | 12 |
|
|
2017
Q3 | $1.74M | Buy |
14,774
+1
| +0% | +$118 | 1.29% | 14 |
|
|
2017
Q2 | $1.54M | Buy |
14,773
+4,211
| +40% | +$439K | 0.99% | 21 |
|
|
2017
Q1 | $1.13M | Sell |
10,562
-96
| -0.9% | -$10.3K | 0.75% | 22 |
|
|
2016
Q4 | $1.25M | Buy |
+10,658
| New | +$1.25M | 0.85% | 16 |
|