CWG
Cornerstone Wealth Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
54,672
+356
| +0.7% | +$51K | 0.59% | 47 |
|
|
2025
Q1 | $9.09M | Buy |
54,316
+5,687
| +12% | +$951K | 0.75% | 37 |
|
|
2024
Q4 | $7.04M | Buy |
48,629
+1,648
| +4% | +$239K | 0.57% | 40 |
|
|
2024
Q3 | $6.92M | Sell |
46,981
-1,759
| -4% | -$259K | 0.57% | 45 |
|
|
2024
Q2 | $7.62M | Buy |
48,740
+2,504
| +5% | +$392K | 0.68% | 36 |
|
|
2024
Q1 | $7.29M | Buy |
46,236
+16,406
| +55% | +$2.59M | 0.67% | 42 |
|
|
2023
Q4 | $4.45M | Buy |
29,830
+4,766
| +19% | +$711K | 0.64% | 47 |
|
|
2023
Q3 | $4.23M | Buy |
25,064
+536
| +2% | +$90.4K | 0.75% | 39 |
|
|
2023
Q2 | $3.86M | Buy |
24,528
+745
| +3% | +$117K | 0.7% | 54 |
|
|
2023
Q1 | $3.88M | Sell |
23,783
-813
| -3% | -$133K | 0.69% | 52 |
|
|
2022
Q4 | $4.41M | Sell |
24,596
-719
| -3% | -$129K | 0.83% | 37 |
|
|
2022
Q3 | $3.64M | Buy |
25,315
+1,449
| +6% | +$208K | 0.8% | 47 |
|
|
2022
Q2 | $3.46M | Sell |
23,866
-5,637
| -19% | -$816K | 0.72% | 51 |
|
|
2022
Q1 | $4.8M | Sell |
29,503
-6,844
| -19% | -$1.11M | 0.88% | 31 |
|
|
2021
Q4 | $4.27M | Buy |
36,347
+141
| +0.4% | +$16.5K | 0.73% | 41 |
|
|
2021
Q3 | $3.67M | Sell |
36,206
-12,843
| -26% | -$1.3M | 0.65% | 46 |
|
|
2021
Q2 | $4.71M | Buy |
49,049
+4,893
| +11% | +$470K | 0.96% | 23 |
|
|
2021
Q1 | $4.54M | Buy |
44,156
+9,596
| +28% | +$986K | 0.92% | 26 |
|
|
2020
Q4 | $2.92M | Buy |
34,560
+31,250
| +944% | +$2.64M | 0.72% | 40 |
|
|
2020
Q3 | $238K | Sell |
3,310
-70
| -2% | -$5.03K | 0.07% | 117 |
|
|
2020
Q2 | $302K | Sell |
3,380
-854
| -20% | -$76.3K | 0.08% | 103 |
|
|
2020
Q1 | $307K | Sell |
4,234
-15,148
| -78% | -$1.1M | 0.11% | 90 |
|
|
2019
Q4 | $2.34M | Sell |
19,382
-187
| -1% | -$22.5K | 0.63% | 56 |
|
|
2019
Q3 | $2.32M | Sell |
19,569
-422
| -2% | -$50.1K | 0.58% | 54 |
|
|
2019
Q2 | $2.49M | Sell |
19,991
-2,550
| -11% | -$317K | 0.67% | 39 |
|
|
2019
Q1 | $2.78M | Buy |
+22,541
| New | +$2.78M | 0.7% | 29 |
|