CWM
Cedar Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
1,973
+28
| +1% | +$4.01K | 0.1% | 63 |
|
|
2025
Q1 | $325K | Hold |
1,945
| – | – | 0.12% | 62 |
|
|
2024
Q4 | $282K | Sell |
1,945
-2,462
| -56% | -$357K | 0.1% | 63 |
|
|
2024
Q3 | $649K | Buy |
4,407
+1,599
| +57% | +$235K | 0.2% | 55 |
|
|
2024
Q2 | $439K | Buy |
2,808
+245
| +10% | +$38.3K | 0.14% | 79 |
|
|
2024
Q1 | $404K | Buy |
2,563
+472
| +23% | +$74.5K | 0.13% | 80 |
|
|
2023
Q4 | $312K | Buy |
2,091
+100
| +5% | +$14.9K | 0.11% | 82 |
|
|
2023
Q3 | $336K | Buy |
1,991
+164
| +9% | +$27.7K | 0.13% | 77 |
|
|
2023
Q2 | $287K | Buy |
1,827
+100
| +6% | +$15.7K | 0.11% | 84 |
|
|
2023
Q1 | $282K | Hold |
1,727
| – | – | 0.12% | 81 |
|
|
2022
Q4 | $310K | Hold |
1,727
| – | – | 0.15% | 73 |
|
|
2022
Q3 | $248K | Sell |
1,727
-746
| -30% | -$107K | 0.12% | 90 |
|
|
2022
Q2 | $358K | Hold |
2,473
| – | – | 0.16% | 80 |
|
|
2022
Q1 | $403K | Sell |
2,473
-5,286
| -68% | -$861K | 0.16% | 86 |
|
|
2021
Q4 | $911K | Sell |
7,759
-2,522
| -25% | -$296K | 0.37% | 52 |
|
|
2021
Q3 | $1.04M | Buy |
10,281
+316
| +3% | +$32.1K | 0.46% | 42 |
|
|
2021
Q2 | $1.04M | Buy |
9,965
+90
| +0.9% | +$9.43K | 0.47% | 41 |
|
|
2021
Q1 | $1.04M | Sell |
9,875
-524
| -5% | -$54.9K | 0.52% | 40 |
|
|
2020
Q4 | $878K | Buy |
10,399
+6,097
| +142% | +$515K | 0.47% | 39 |
|
|
2020
Q3 | $310K | Buy |
4,302
+3,295
| +327% | +$237K | 0.19% | 76 |
|
|
2020
Q2 | $90K | Buy |
1,007
+500
| +99% | +$44.7K | 0.06% | 105 |
|
|
2020
Q1 | $37K | Buy |
507
+43
| +9% | +$3.14K | 0.03% | 135 |
|
|
2019
Q4 | $56K | Buy |
464
+114
| +33% | +$13.8K | 0.03% | 83 |
|
|
2019
Q3 | $42K | Hold |
350
| – | – | 0.03% | 98 |
|
|
2019
Q2 | $44K | Hold |
350
| – | – | 0.03% | 111 |
|
|
2019
Q1 | $43K | Sell |
350
-12
| -3% | -$1.47K | 0.03% | 105 |
|
|
2018
Q4 | $39K | Hold |
362
| – | – | 0.03% | 92 |
|
|
2018
Q3 | $44K | Hold |
362
| – | – | 0.02% | 91 |
|
|
2018
Q2 | $46K | Hold |
362
| – | – | 0.03% | 81 |
|
|
2018
Q1 | $41K | Hold |
362
| – | – | 0.03% | 89 |
|
|
2017
Q4 | $45K | Sell |
362
-5,073
| -93% | -$631K | 0.03% | 87 |
|
|
2017
Q3 | $639K | Hold |
5,435
| – | – | 0.38% | 15 |
|
|
2017
Q2 | $567K | Sell |
5,435
-400
| -7% | -$41.7K | 0.37% | 14 |
|
|
2017
Q1 | $627K | Hold |
5,835
| – | – | 0.38% | 13 |
|
|
2016
Q4 | $687K | Hold |
5,835
| – | – | 0.47% | 11 |
|
|
2016
Q3 | $601K | Hold |
5,835
| – | – | 0.41% | 11 |
|
|
2016
Q2 | $612K | Hold |
5,835
| – | – | 0.39% | 10 |
|
|
2016
Q1 | $557K | Buy |
5,835
+350
| +6% | +$33.4K | 0.38% | 10 |
|
|
2015
Q4 | $493K | Buy |
+5,485
| New | +$493K | 0.42% | 9 |
|