BP
BWM Planning’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
9,764
-72
| -0.7% | -$10.3K | 0.48% | 32 |
|
|
2025
Q1 | $1.65M | Sell |
9,836
-921
| -9% | -$154K | 0.7% | 28 |
|
|
2024
Q4 | $1.56M | Sell |
10,757
-13
| -0.1% | -$1.88K | 0.68% | 29 |
|
|
2024
Q3 | $1.59M | Buy |
+10,770
| New | +$1.59M | 0.7% | 29 |
|