CWM
C2C Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
37,099
-2,148
| -5% | -$308K | 4.81% | 7 |
|
|
2025
Q1 | $6.57M | Sell |
39,247
-502
| -1% | -$84K | 6.17% | 3 |
|
|
2024
Q4 | $5.76M | Hold |
39,749
| – | – | 5.33% | 5 |
|
|
2024
Q3 | $5.92M | Buy |
39,749
+600
| +2% | +$89.3K | 5.51% | 5 |
|
|
2024
Q2 | $6.12M | Hold |
39,149
| – | – | 5.99% | 4 |
|
|
2024
Q1 | $6.18M | Sell |
39,149
-433
| -1% | -$68.3K | 6.13% | 4 |
|
|
2023
Q4 | $5.93M | Sell |
39,582
-13,839
| -26% | -$2.07M | 5.02% | 3 |
|
|
2023
Q3 | $8.85M | Buy |
53,421
+7,015
| +15% | +$1.16M | 1.26% | 5 |
|
|
2023
Q2 | $7.14M | Buy |
46,406
+330
| +0.7% | +$50.8K | 0.94% | 6 |
|
|
2023
Q1 | $7.82M | Buy |
46,076
+355
| +0.8% | +$60.3K | 1.26% | 5 |
|
|
2022
Q4 | $8.19M | Buy |
45,721
+350
| +0.8% | +$62.7K | 1.42% | 4 |
|
|
2022
Q3 | $7.15M | Buy |
45,371
+80
| +0.2% | +$12.6K | 1.4% | 4 |
|
|
2022
Q2 | $6.55M | Hold |
45,291
| – | – | 1.2% | 5 |
|
|
2022
Q1 | $7.8M | Sell |
45,291
-139
| -0.3% | -$23.9K | 1.33% | 5 |
|
|
2021
Q4 | $5.33M | Buy |
+45,430
| New | +$5.33M | 0.77% | 9 |
|