CTWM
Cherry Tree Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.6K | Sell |
612
-49
| -7% | -$7.02K | 0.02% | 228 |
|
|
2025
Q1 | $111K | Buy |
661
+36
| +6% | +$6.02K | 0.03% | 204 |
|
|
2024
Q4 | $90.5K | Sell |
625
-25
| -4% | -$3.62K | 0.02% | 218 |
|
|
2024
Q3 | $95.7K | Hold |
650
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $102K | Sell |
650
-15
| -2% | -$2.35K | 0.03% | 203 |
|
|
2024
Q1 | $105K | Buy |
665
+40
| +6% | +$6.31K | 0.03% | 202 |
|
|
2023
Q4 | $93.2K | Hold |
625
| – | – | 0.02% | 202 |
|
|
2023
Q3 | $105K | Hold |
625
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $98.3K | Buy |
+625
| New | +$98.3K | 0.03% | 192 |
|