CWM
Compass Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Sell |
42,822
-1,191
| -3% | -$171K | 1.46% | 17 |
|
|
2025
Q1 | $7.36M | Sell |
44,013
-658
| -1% | -$110K | 1.88% | 7 |
|
|
2024
Q4 | $6.47M | Buy |
44,671
+1,030
| +2% | +$149K | 1.56% | 16 |
|
|
2024
Q3 | $6.43M | Sell |
43,641
-1,101
| -2% | -$162K | 1.51% | 12 |
|
|
2024
Q2 | $7M | Sell |
44,742
-48
| -0.1% | -$7.51K | 1.73% | 10 |
|
|
2024
Q1 | $7.07M | Buy |
44,790
+2,734
| +7% | +$431K | 1.77% | 7 |
|
|
2023
Q4 | $6.27M | Buy |
42,056
+5,219
| +14% | +$778K | 1.75% | 8 |
|
|
2023
Q3 | $6.21M | Buy |
36,837
+727
| +2% | +$123K | 1.95% | 8 |
|
|
2023
Q2 | $5.68M | Sell |
36,110
-39
| -0.1% | -$6.14K | 1.72% | 9 |
|
|
2023
Q1 | $5.9M | Sell |
36,149
-528
| -1% | -$86.1K | 1.87% | 8 |
|
|
2022
Q4 | $6.58M | Buy |
+36,677
| New | +$6.58M | 2.16% | 6 |
|