BOPW
Brandywine Oak Private Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
7,358
+111
| +2% | +$15.9K | 0.1% | 100 |
|
|
2025
Q1 | $1.21M | Sell |
7,247
-390
| -5% | -$65.2K | 0.12% | 89 |
|
|
2024
Q4 | $1.11M | Buy |
7,637
+238
| +3% | +$34.5K | 0.11% | 97 |
|
|
2024
Q3 | $1.09M | Sell |
7,399
-108
| -1% | -$15.9K | 0.11% | 97 |
|
|
2024
Q2 | $1.17M | Sell |
7,507
-270
| -3% | -$42.2K | 0.12% | 89 |
|
|
2024
Q1 | $1.23M | Sell |
7,777
-27
| -0.3% | -$4.26K | 0.13% | 84 |
|
|
2023
Q4 | $1.16M | Buy |
7,804
+297
| +4% | +$44.3K | 0.13% | 83 |
|
|
2023
Q3 | $1.27M | Sell |
7,507
-1,516
| -17% | -$256K | 0.15% | 78 |
|
|
2023
Q2 | $1.42M | Buy |
9,023
+89
| +1% | +$14K | 0.16% | 74 |
|
|
2023
Q1 | $1.46M | Sell |
8,934
-57
| -0.6% | -$9.3K | 0.17% | 72 |
|
|
2022
Q4 | $1.61M | Sell |
8,991
-469
| -5% | -$84.2K | 0.2% | 67 |
|
|
2022
Q3 | $1.36M | Sell |
9,460
-18
| -0.2% | -$2.59K | 0.18% | 79 |
|
|
2022
Q2 | $1.37M | Sell |
9,478
-18
| -0.2% | -$2.61K | 0.18% | 84 |
|
|
2022
Q1 | $1.55M | Buy |
9,496
+62
| +0.7% | +$10.1K | 0.18% | 93 |
|
|
2021
Q4 | $1.11M | Sell |
9,434
-311
| -3% | -$36.5K | 0.12% | 120 |
|
|
2021
Q3 | $988K | Sell |
9,745
-205
| -2% | -$20.8K | 0.11% | 124 |
|
|
2021
Q2 | $1.04M | Buy |
9,950
+1,944
| +24% | +$204K | 0.12% | 121 |
|
|
2021
Q1 | $838K | Buy |
8,006
+20
| +0.3% | +$2.09K | 0.12% | 107 |
|
|
2020
Q4 | $674K | Sell |
7,986
-292
| -4% | -$24.6K | 0.1% | 116 |
|
|
2020
Q3 | $596K | Sell |
8,278
-118
| -1% | -$8.5K | 0.1% | 123 |
|
|
2020
Q2 | $749K | Buy |
8,396
+1,152
| +16% | +$103K | 0.13% | 98 |
|
|
2020
Q1 | $567K | Sell |
7,244
-44
| -0.6% | -$3.44K | 0.12% | 99 |
|
|
2019
Q4 | $878K | Sell |
7,288
-122
| -2% | -$14.7K | 0.16% | 75 |
|
|
2019
Q3 | $878K | Buy |
7,410
+2,015
| +37% | +$239K | 0.17% | 73 |
|
|
2019
Q2 | $671K | Sell |
5,395
-107
| -2% | -$13.3K | 0.13% | 84 |
|
|
2019
Q1 | $677K | Buy |
5,502
+715
| +15% | +$88K | 0.14% | 84 |
|
|
2018
Q4 | $520K | Buy |
+4,787
| New | +$520K | 0.12% | 95 |
|