Carson Wealth (CWM LLC)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6M | Buy |
297,604
+1,749
| +0.6% | +$250K | 0.15% | 128 |
|
|
2025
Q1 | $49.5M | Buy |
295,855
+15,352
| +5% | +$2.57M | 0.2% | 105 |
|
|
2024
Q4 | $40.6M | Buy |
280,503
+23,798
| +9% | +$3.45M | 0.17% | 109 |
|
|
2024
Q3 | $37.8M | Buy |
256,705
+10,337
| +4% | +$1.52M | 0.16% | 121 |
|
|
2024
Q2 | $38.5M | Sell |
246,368
-13,677
| -5% | -$2.14M | 0.18% | 116 |
|
|
2024
Q1 | $41M | Buy |
260,045
+16,529
| +7% | +$2.61M | 0.2% | 100 |
|
|
2023
Q4 | $36.3M | Buy |
243,516
+28,448
| +13% | +$4.24M | 0.2% | 99 |
|
|
2023
Q3 | $36.3M | Buy |
215,068
+20,246
| +10% | +$3.41M | 0.22% | 86 |
|
|
2023
Q2 | $30.7M | Buy |
194,822
+19,154
| +11% | +$3.01M | 0.19% | 103 |
|
|
2023
Q1 | $28.7M | Buy |
175,668
+23,033
| +15% | +$3.76M | 0.19% | 107 |
|
|
2022
Q4 | $27.4M | Buy |
152,635
+19,031
| +14% | +$3.42M | 0.2% | 105 |
|
|
2022
Q3 | $19.2M | Buy |
133,604
+4,241
| +3% | +$609K | 0.15% | 132 |
|
|
2022
Q2 | $18.7M | Sell |
129,363
-17,344
| -12% | -$2.51M | 0.15% | 137 |
|
|
2022
Q1 | $23.9M | Sell |
146,707
-12,479
| -8% | -$2.03M | 0.17% | 121 |
|
|
2021
Q4 | $18.7M | Buy |
+159,186
| New | +$18.7M | 0.13% | 153 |
|
|
2021
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2021
Q1 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2020
Q4 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2020
Q3 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2020
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2020
Q1 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2019
Q4 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2019
Q3 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2019
Q2 | $11.3M | Hold |
108,074
| – | – | 0.09% | 188 |
|
|
2019
Q1 | $11.3M | Buy |
108,074
+84,067
| +350% | +$8.81M | 0.09% | 188 |
|
|
2018
Q4 | $2.61M | Buy |
24,007
+4,056
| +20% | +$441K | 0.07% | 245 |
|
|
2018
Q3 | $2.44M | Buy |
19,951
+1,934
| +11% | +$237K | 0.06% | 238 |
|
|
2018
Q2 | $2.28M | Buy |
18,017
+6,626
| +58% | +$838K | 0.08% | 203 |
|
|
2018
Q1 | $1.3M | Sell |
11,391
-1,577
| -12% | -$180K | 0.05% | 208 |
|
|
2017
Q4 | $1.62M | Sell |
12,968
-152,895
| -92% | -$19.1M | 0.07% | 194 |
|
|
2017
Q3 | $19.5M | Sell |
165,863
-3,141
| -2% | -$369K | 0.92% | 33 |
|
|
2017
Q2 | $17.6M | Sell |
169,004
-13,092
| -7% | -$1.37M | 0.9% | 33 |
|
|
2017
Q1 | $19.6M | Buy |
182,096
+15,580
| +9% | +$1.67M | 1.11% | 30 |
|
|
2016
Q4 | $19.6M | Buy |
166,516
+16,039
| +11% | +$1.89M | 1.2% | 28 |
|
|
2016
Q3 | $15.5M | Buy |
150,477
+24,697
| +20% | +$2.54M | 1.07% | 29 |
|
|
2016
Q2 | $13.2M | Buy |
125,780
+26,896
| +27% | +$2.82M | 0.96% | 34 |
|
|
2016
Q1 | $9.43M | Buy |
98,884
+93,147
| +1,624% | +$8.89M | 0.83% | 45 |
|
|
2015
Q4 | $516K | Sell |
5,737
-339
| -6% | -$30.5K | 0.05% | 174 |
|
|
2015
Q3 | $479K | Sell |
6,076
-50,696
| -89% | -$4M | 0.05% | 157 |
|
|
2015
Q2 | $5.48M | Buy |
56,772
+6,602
| +13% | +$637K | 0.53% | 79 |
|
|
2015
Q1 | $5.27M | Buy |
50,170
+17,373
| +53% | +$1.82M | 0.53% | 72 |
|
|
2014
Q4 | $3.68M | Buy |
32,797
+19,800
| +152% | +$2.22M | 0.45% | 87 |
|
|
2014
Q3 | $1.55M | Buy |
12,997
+7,500
| +136% | +$895K | 0.23% | 108 |
|
|
2014
Q2 | $718K | Buy |
5,497
+1,151
| +26% | +$150K | 0.13% | 102 |
|
|
2014
Q1 | $517K | Sell |
4,346
-467
| -10% | -$55.6K | 0.07% | 106 |
|
|
2013
Q4 | $601K | Buy |
4,813
+20
| +0.4% | +$2.5K | 0.09% | 126 |
|
|
2013
Q3 | $582K | Buy |
+4,793
| New | +$582K | 0.15% | 95 |
|