CWP
CFM Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
21,465
-1,425
| -6% | -$204K | 0.49% | 46 |
|
|
2025
Q1 | $3.83M | Buy |
22,890
+798
| +4% | +$133K | 0.68% | 40 |
|
|
2024
Q4 | $3.2M | Buy |
22,092
+436
| +2% | +$63.2K | 0.54% | 44 |
|
|
2024
Q3 | $3.19M | Buy |
21,656
+1,273
| +6% | +$187K | 0.56% | 44 |
|
|
2024
Q2 | $3.19M | Buy |
20,383
+1,434
| +8% | +$224K | 0.59% | 40 |
|
|
2024
Q1 | $2.99M | Buy |
18,949
+849
| +5% | +$134K | 0.6% | 43 |
|
|
2023
Q4 | $2.7M | Buy |
18,100
+710
| +4% | +$106K | 0.61% | 46 |
|
|
2023
Q3 | $2.93M | Buy |
17,390
+879
| +5% | +$148K | 0.77% | 37 |
|
|
2023
Q2 | $2.6M | Sell |
16,511
-366
| -2% | -$57.6K | 0.63% | 43 |
|
|
2023
Q1 | $2.75M | Buy |
16,877
+174
| +1% | +$28.4K | 0.74% | 39 |
|
|
2022
Q4 | $3M | Sell |
16,703
-143
| -0.8% | -$25.7K | 0.9% | 33 |
|
|
2022
Q3 | $2.42M | Buy |
16,846
+937
| +6% | +$135K | 0.77% | 38 |
|
|
2022
Q2 | $2.3M | Buy |
15,909
+407
| +3% | +$58.9K | 0.69% | 39 |
|
|
2022
Q1 | $2.52M | Buy |
15,502
+622
| +4% | +$101K | 0.6% | 44 |
|
|
2021
Q4 | $1.78M | Buy |
14,880
+1,623
| +12% | +$194K | 0.4% | 60 |
|
|
2021
Q3 | $1.34M | Hold |
13,257
| – | – | 0.34% | 62 |
|
|
2021
Q2 | $1.39M | Sell |
13,257
-171
| -1% | -$17.9K | 0.37% | 59 |
|
|
2021
Q1 | $1.41M | Sell |
13,428
-334
| -2% | -$35K | 0.42% | 57 |
|
|
2020
Q4 | $1.16M | Sell |
13,762
-113
| -0.8% | -$9.54K | 0.37% | 59 |
|
|
2020
Q3 | $999K | Sell |
13,875
-220
| -2% | -$15.8K | 0.36% | 57 |
|
|
2020
Q2 | $1.26M | Sell |
14,095
-2,101
| -13% | -$187K | 0.48% | 49 |
|
|
2020
Q1 | $1.17M | Sell |
16,196
-175
| -1% | -$12.7K | 0.55% | 45 |
|
|
2019
Q4 | $1.91M | Buy |
+16,371
| New | +$1.91M | 0.71% | 37 |
|