CWM
Cranbrook Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,157
+17
| +1% | +$2.44K | 0.04% | 126 |
|
|
2025
Q1 | $191K | Buy |
1,140
+30
| +3% | +$5.02K | 0.04% | 113 |
|
|
2024
Q4 | $161K | Sell |
1,110
-54
| -5% | -$7.82K | 0.04% | 122 |
|
|
2024
Q3 | $171K | Buy |
1,164
+141
| +14% | +$20.8K | 0.04% | 120 |
|
|
2024
Q2 | $160K | Buy |
1,023
+880
| +615% | +$138K | 0.04% | 119 |
|
|
2024
Q1 | $22.6K | Hold |
143
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $21.3K | Buy |
143
+81
| +131% | +$12K | 0.01% | 198 |
|
|
2023
Q3 | $10.5K | Sell |
62
-25
| -29% | -$4.23K | ﹤0.01% | 225 |
|
|
2023
Q2 | $13.7K | Hold |
87
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $14.1K | Buy |
87
+1
| +1% | +$162 | ﹤0.01% | 213 |
|
|
2022
Q4 | $15.5K | Hold |
86
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $12K | Sell |
86
-74
| -46% | -$10.3K | ﹤0.01% | 236 |
|
|
2022
Q1 | $26K | Hold |
160
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $19K | Sell |
160
-100
| -38% | -$11.9K | ﹤0.01% | 241 |
|
|
2021
Q3 | $26K | Buy |
260
+101
| +64% | +$10.1K | 0.01% | 231 |
|
|
2021
Q2 | $17K | Hold |
159
| – | – | ﹤0.01% | 251 |
|
|
2021
Q1 | $17K | Buy |
159
+126
| +382% | +$13.5K | ﹤0.01% | 252 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 288 |
|
|
2020
Q3 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 248 |
|
|
2020
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 239 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 240 |
|
|
2019
Q4 | $4K | Sell |
32
-116
| -78% | -$14.5K | ﹤0.01% | 227 |
|
|
2019
Q3 | $18K | Buy |
148
+117
| +377% | +$14.2K | 0.01% | 174 |
|
|
2019
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 210 |
|
|
2019
Q1 | $4K | Buy |
31
+1
| +3% | +$129 | ﹤0.01% | 210 |
|
|
2018
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 208 |
|
|
2017
Q4 | – | Sell |
-220
| Closed | -$26K | – | 219 |
|
|
2017
Q3 | $26K | Hold |
220
| – | – | 0.01% | 144 |
|
|
2017
Q2 | $23K | Hold |
220
| – | – | 0.01% | 152 |
|
|
2017
Q1 | $24K | Buy |
220
+134
| +156% | +$14.6K | 0.01% | 140 |
|
|
2016
Q4 | $10K | Hold |
86
| – | – | ﹤0.01% | 174 |
|
|
2016
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 169 |
|
|
2016
Q2 | $9K | Hold |
86
| – | – | ﹤0.01% | 153 |
|
|
2016
Q1 | $8K | Hold |
86
| – | – | ﹤0.01% | 163 |
|
|
2015
Q4 | $8K | Hold |
86
| – | – | ﹤0.01% | 161 |
|
|
2015
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 173 |
|
|
2015
Q2 | $8K | Hold |
86
| – | – | ﹤0.01% | 172 |
|
|
2015
Q1 | $9K | Hold |
86
| – | – | 0.01% | 165 |
|
|
2014
Q4 | $10K | Hold |
86
| – | – | 0.01% | 164 |
|
|
2014
Q3 | $10K | Hold |
86
| – | – | 0.01% | 128 |
|
|
2014
Q2 | $11K | Hold |
86
| – | – | 0.01% | 125 |
|
|
2014
Q1 | $10K | Sell |
86
-50
| -37% | -$5.81K | 0.01% | 123 |
|
|
2013
Q4 | $17K | Buy |
+136
| New | +$17K | 0.01% | 140 |
|