CWM
CCG Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
6,302
-32
| -0.5% | -$4.58K | 0.48% | 32 |
|
|
2025
Q1 | $1.06M | Buy |
6,334
+145
| +2% | +$24.3K | 0.63% | 30 |
|
|
2024
Q4 | $896K | Buy |
6,189
+15
| +0.2% | +$2.17K | 0.5% | 30 |
|
|
2024
Q3 | $909K | Sell |
6,174
-35
| -0.6% | -$5.15K | 0.51% | 33 |
|
|
2024
Q2 | $971K | Sell |
6,209
-277
| -4% | -$43.3K | 0.55% | 31 |
|
|
2024
Q1 | $1.02M | Buy |
+6,486
| New | +$1.02M | 0.62% | 29 |
|
|
2023
Q4 | – | Sell |
-6,394
| Closed | -$1.08M | – | 56 |
|
|
2023
Q3 | $1.08M | Buy |
+6,394
| New | +$1.08M | 0.71% | 25 |
|
|
2020
Q1 | – | Sell |
-2,361
| Closed | -$285K | – | 69 |
|
|
2019
Q4 | $285K | Buy |
+2,361
| New | +$285K | 0.18% | 68 |
|