CWM
Cornerstone Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
23,675
+480
| +2% | +$68.7K | 0.21% | 105 |
|
|
2025
Q1 | $3.88M | Buy |
23,195
+303
| +1% | +$50.7K | 0.26% | 91 |
|
|
2024
Q4 | $3.32M | Sell |
22,892
-847
| -4% | -$123K | 0.22% | 99 |
|
|
2024
Q3 | $3.5M | Buy |
23,739
+1,012
| +4% | +$149K | 0.25% | 92 |
|
|
2024
Q2 | $3.55M | Buy |
22,727
+1,054
| +5% | +$165K | 0.27% | 86 |
|
|
2024
Q1 | $3.42M | Buy |
21,673
+698
| +3% | +$110K | 0.28% | 86 |
|
|
2023
Q4 | $3.13M | Sell |
20,975
-374
| -2% | -$55.8K | 0.27% | 85 |
|
|
2023
Q3 | $3.6M | Buy |
21,349
+1,439
| +7% | +$243K | 0.34% | 68 |
|
|
2023
Q2 | $3.13M | Buy |
19,910
+1,002
| +5% | +$158K | 0.28% | 83 |
|
|
2023
Q1 | $3.09M | Buy |
+18,908
| New | +$3.09M | 0.3% | 75 |
|
|
2022
Q3 | $3.19M | Sell |
22,223
-886
| -4% | -$127K | 0.36% | 66 |
|
|
2022
Q2 | $3.35M | Sell |
23,109
-2,256
| -9% | -$327K | 0.37% | 57 |
|
|
2022
Q1 | $4.13M | Sell |
25,365
-1,447
| -5% | -$236K | 0.4% | 56 |
|
|
2021
Q4 | $3.17M | Buy |
26,812
+2,541
| +10% | +$300K | 0.3% | 76 |
|
|
2021
Q3 | $2.46M | Buy |
24,271
+2,271
| +10% | +$230K | 0.26% | 90 |
|
|
2021
Q2 | $2.3M | Buy |
22,000
+1,812
| +9% | +$190K | 0.24% | 93 |
|
|
2021
Q1 | $2.12M | Sell |
20,188
-11
| -0.1% | -$1.15K | 0.25% | 88 |
|
|
2020
Q4 | $1.71M | Buy |
20,199
+2,335
| +13% | +$197K | 0.21% | 102 |
|
|
2020
Q3 | $1.29M | Buy |
17,864
+686
| +4% | +$49.4K | 0.19% | 108 |
|
|
2020
Q2 | $1.53M | Buy |
17,178
+2,059
| +14% | +$184K | 0.25% | 78 |
|
|
2020
Q1 | $1.1M | Buy |
15,119
+1,595
| +12% | +$116K | 0.21% | 92 |
|
|
2019
Q4 | $1.63M | Sell |
13,524
-1,714
| -11% | -$207K | 0.26% | 75 |
|
|
2019
Q3 | $1.81M | Sell |
15,238
-31
| -0.2% | -$3.68K | 0.32% | 62 |
|
|
2019
Q2 | $1.89M | Sell |
15,269
-3,283
| -18% | -$406K | 0.34% | 57 |
|
|
2019
Q1 | $4.61M | Buy |
18,552
+3,450
| +23% | +$857K | 0.56% | 34 |
|
|
2018
Q4 | $1.64M | Sell |
15,102
-1,840,279
| -99% | -$200M | 0.35% | 58 |
|
|
2018
Q3 | $15.8M | Sell |
1,855,381
-82,670
| -4% | -$702K | 0.2% | 118 |
|
|
2018
Q2 | $15.6M | Buy |
1,938,051
+1,922,552
| +12,404% | +$15.5M | 0.18% | 133 |
|
|
2018
Q1 | $1.73M | Buy |
15,499
+50
| +0.3% | +$5.59K | 0.33% | 62 |
|
|
2017
Q4 | $1.99M | Sell |
15,449
-313
| -2% | -$40.3K | 0.37% | 52 |
|
|
2017
Q3 | $1.87M | Buy |
15,762
+111
| +0.7% | +$13.2K | 0.39% | 43 |
|
|
2017
Q2 | $1.6M | Sell |
15,651
-1,909
| -11% | -$195K | 0.36% | 52 |
|
|
2017
Q1 | $1.9M | Buy |
17,560
+4,056
| +30% | +$440K | 0.47% | 37 |
|
|
2016
Q4 | $1.59M | Buy |
13,504
+720
| +6% | +$84.8K | 0.51% | 36 |
|
|
2016
Q3 | $1.29M | Buy |
+12,784
| New | +$1.29M | 0.48% | 36 |
|