CWP
Curated Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,879
-141
| -7% | -$20.2K | 0.03% | 136 |
|
|
2025
Q1 | $338K | Buy |
+2,020
| New | +$338K | 0.04% | 117 |
|
|
2024
Q3 | – | Sell |
-1,604
| Closed | -$251K | – | 133 |
|
|
2024
Q2 | $251K | Buy |
+1,604
| New | +$251K | 0.04% | 119 |
|
|
2024
Q1 | – | Sell |
-1,804
| Closed | -$269K | – | 37 |
|
|
2023
Q4 | $269K | Sell |
1,804
-282
| -14% | -$42.1K | 0.04% | 123 |
|
|
2023
Q3 | $352K | Sell |
2,086
-50
| -2% | -$8.43K | 0.06% | 95 |
|
|
2023
Q2 | $336K | Buy |
2,136
+124
| +6% | +$19.5K | 0.07% | 96 |
|
|
2023
Q1 | $328K | Buy |
2,012
+504
| +33% | +$82.2K | 0.07% | 93 |
|
|
2022
Q4 | $271K | Buy |
+1,508
| New | +$271K | 0.07% | 104 |
|
|
2022
Q2 | – | Sell |
-7,324
| Closed | -$861K | – | 137 |
|
|
2022
Q1 | $861K | Hold |
7,324
| – | – | 0.29% | 39 |
|
|
2021
Q4 | $861K | Buy |
7,324
+51
| +0.7% | +$6K | 0.28% | 41 |
|
|
2021
Q3 | $738K | Buy |
7,273
+191
| +3% | +$19.4K | 0.41% | 44 |
|
|
2021
Q2 | $742K | Buy |
7,082
+773
| +12% | +$81K | 0.4% | 45 |
|
|
2021
Q1 | $661K | Buy |
6,309
+960
| +18% | +$101K | 0.41% | 44 |
|
|
2020
Q4 | $452K | Buy |
+5,349
| New | +$452K | 0.29% | 69 |
|