CWM
Congress Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
162,342
+1,352
| +0.8% | +$194K | 0.23% | 108 |
|
|
2025
Q1 | $26.9M | Buy |
160,990
+27,646
| +21% | +$4.62M | 0.32% | 72 |
|
|
2024
Q4 | $19.3M | Buy |
133,344
+785
| +0.6% | +$114K | 0.27% | 104 |
|
|
2024
Q3 | $19.5M | Buy |
132,559
+26,459
| +25% | +$3.9M | 0.26% | 98 |
|
|
2024
Q2 | $16.6M | Sell |
106,100
-44,586
| -30% | -$6.97M | 0.26% | 101 |
|
|
2024
Q1 | $23.8M | Buy |
150,686
+12,831
| +9% | +$2.02M | 0.41% | 54 |
|
|
2023
Q4 | $20.6M | Sell |
137,855
-2,525
| -2% | -$377K | 0.38% | 56 |
|
|
2023
Q3 | $23.7M | Buy |
140,380
+7,425
| +6% | +$1.25M | 0.49% | 44 |
|
|
2023
Q2 | $20.9M | Buy |
132,955
+4,730
| +4% | +$744K | 0.49% | 43 |
|
|
2023
Q1 | $20.9M | Buy |
128,225
+1,347
| +1% | +$220K | 0.5% | 41 |
|
|
2022
Q4 | $22.8M | Buy |
126,878
+1,834
| +1% | +$329K | 0.59% | 41 |
|
|
2022
Q3 | $18M | Buy |
125,044
+6,331
| +5% | +$910K | 0.48% | 45 |
|
|
2022
Q2 | $17.2M | Buy |
118,713
+29,282
| +33% | +$4.24M | 0.44% | 50 |
|
|
2022
Q1 | $14.6M | Sell |
89,431
-3,298
| -4% | -$537K | 0.32% | 76 |
|
|
2021
Q4 | $10.9M | Buy |
+92,729
| New | +$10.9M | 0.22% | 136 |
|