DWM
Defined Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
4,449
-41
| -0.9% | -$5.87K | 0.39% | 57 |
|
|
2025
Q1 | $751K | Sell |
4,490
-3
| -0.1% | -$502 | 0.51% | 52 |
|
|
2024
Q4 | $651K | Buy |
4,493
+26
| +0.6% | +$3.77K | 0.43% | 54 |
|
|
2024
Q3 | $658K | Buy |
4,467
+84
| +2% | +$12.4K | 0.43% | 56 |
|
|
2024
Q2 | $686K | Buy |
4,383
+46
| +1% | +$7.2K | 0.48% | 54 |
|
|
2024
Q1 | $684K | Buy |
4,337
+56
| +1% | +$8.83K | 0.49% | 55 |
|
|
2023
Q4 | $639K | Sell |
4,281
-12
| -0.3% | -$1.79K | 0.49% | 52 |
|
|
2023
Q3 | $724K | Buy |
4,293
+46
| +1% | +$7.76K | 0.62% | 46 |
|
|
2023
Q2 | $668K | Buy |
4,247
+10
| +0.2% | +$1.57K | 0.56% | 47 |
|
|
2023
Q1 | $691K | Buy |
4,237
+2
| +0% | +$326 | 0.65% | 43 |
|
|
2022
Q4 | $760K | Buy |
4,235
+2
| +0% | +$359 | 0.71% | 40 |
|
|
2022
Q3 | $608K | Buy |
4,233
+2
| +0% | +$287 | 0.66% | 37 |
|
|
2022
Q2 | $612K | Buy |
4,231
+2
| +0% | +$289 | 0.63% | 38 |
|
|
2022
Q1 | $689K | Buy |
4,229
+3
| +0.1% | +$489 | 0.61% | 35 |
|
|
2021
Q4 | $496K | Buy |
4,226
+2
| +0% | +$235 | 0.41% | 55 |
|
|
2021
Q3 | $428K | Buy |
4,224
+4
| +0.1% | +$405 | 0.38% | 61 |
|
|
2021
Q2 | $442K | Buy |
4,220
+3
| +0.1% | +$314 | 0.39% | 59 |
|
|
2021
Q1 | $442K | Buy |
4,217
+3
| +0.1% | +$314 | 0.42% | 53 |
|
|
2020
Q4 | $356K | Buy |
+4,214
| New | +$356K | 0.35% | 62 |
|