DWM
Destination Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
33,933
+1,525
| +5% | +$218K | 0.14% | 98 |
|
|
2025
Q1 | $5.42M | Buy |
32,408
+141
| +0.4% | +$23.6K | 0.17% | 91 |
|
|
2024
Q4 | $4.67M | Sell |
32,267
-349
| -1% | -$50.5K | 0.15% | 96 |
|
|
2024
Q3 | $4.8M | Buy |
32,616
+1,492
| +5% | +$220K | 0.15% | 95 |
|
|
2024
Q2 | $4.87M | Sell |
31,124
-1,367
| -4% | -$214K | 0.16% | 91 |
|
|
2024
Q1 | $5.13M | Buy |
32,491
+381
| +1% | +$60.1K | 0.17% | 90 |
|
|
2023
Q4 | $4.79M | Buy |
32,110
+42
| +0.1% | +$6.27K | 0.17% | 92 |
|
|
2023
Q3 | $5.41M | Sell |
32,068
-1,027
| -3% | -$173K | 0.21% | 85 |
|
|
2023
Q2 | $5.21M | Sell |
33,095
-1,089
| -3% | -$171K | 0.19% | 85 |
|
|
2023
Q1 | $5.58M | Buy |
34,184
+851
| +3% | +$139K | 0.21% | 86 |
|
|
2022
Q4 | $5.98M | Sell |
33,333
-1,326
| -4% | -$238K | 0.24% | 87 |
|
|
2022
Q3 | $4.98M | Sell |
34,659
-1,840
| -5% | -$264K | 0.21% | 86 |
|
|
2022
Q2 | $5.28M | Buy |
36,499
+292
| +0.8% | +$42.3K | 0.21% | 87 |
|
|
2022
Q1 | $5.9M | Sell |
36,207
-137
| -0.4% | -$22.3K | 0.22% | 81 |
|
|
2021
Q4 | $4.27M | Buy |
36,344
+4,209
| +13% | +$494K | 0.15% | 90 |
|
|
2021
Q3 | $3.26M | Sell |
32,135
-1,678
| -5% | -$170K | 0.13% | 92 |
|
|
2021
Q2 | $3.54M | Sell |
33,813
-6,697
| -17% | -$702K | 0.14% | 88 |
|
|
2021
Q1 | $4.25M | Sell |
40,510
-121,914
| -75% | -$12.8M | 0.18% | 85 |
|
|
2020
Q4 | $13.7M | Sell |
162,424
-15,459
| -9% | -$1.31M | 0.6% | 56 |
|
|
2020
Q3 | $12.8M | Sell |
177,883
-1,669
| -0.9% | -$120K | 0.65% | 51 |
|
|
2020
Q2 | $16M | Sell |
179,552
-9,257
| -5% | -$826K | 0.87% | 40 |
|
|
2020
Q1 | $13.7M | Sell |
188,809
-58,398
| -24% | -$4.23M | 0.84% | 41 |
|
|
2019
Q4 | $29.8M | Buy |
247,207
+7,713
| +3% | +$929K | 1.52% | 22 |
|
|
2019
Q3 | $28.4M | Buy |
239,494
+7,872
| +3% | +$934K | 1.54% | 23 |
|
|
2019
Q2 | $28.8M | Sell |
231,622
-21
| -0% | -$2.61K | 1.59% | 21 |
|
|
2019
Q1 | $28.5M | Sell |
231,643
-2,677
| -1% | -$330K | 1.61% | 19 |
|
|
2018
Q4 | $25.5M | Buy |
234,320
+1,412
| +0.6% | +$154K | 1.53% | 20 |
|
|
2018
Q3 | $28.5M | Buy |
232,908
+5,974
| +3% | +$731K | 1.58% | 18 |
|
|
2018
Q2 | $28.7M | Sell |
226,934
-3,136
| -1% | -$396K | 1.72% | 13 |
|
|
2018
Q1 | $26.2M | Buy |
230,070
+1,923
| +0.8% | +$219K | 1.6% | 17 |
|
|
2017
Q4 | $28.6M | Sell |
228,147
-22,674
| -9% | -$2.84M | 1.73% | 15 |
|
|
2017
Q3 | $29.5M | Sell |
250,821
-5,127
| -2% | -$602K | 1.88% | 14 |
|
|
2017
Q2 | $26.7M | Buy |
255,948
+9,690
| +4% | +$1.01M | 1.78% | 13 |
|
|
2017
Q1 | $26.4M | Buy |
246,258
+11,420
| +5% | +$1.23M | 1.82% | 14 |
|
|
2016
Q4 | $27.6M | Buy |
234,838
+4,971
| +2% | +$585K | 2.03% | 13 |
|
|
2016
Q3 | $23.7M | Buy |
229,867
+10,907
| +5% | +$1.12M | 1.83% | 13 |
|
|
2016
Q2 | $23M | Buy |
218,960
+25,817
| +13% | +$2.71M | 1.89% | 13 |
|
|
2016
Q1 | $17.4M | Hold |
193,143
| – | – | 1.66% | 20 |
|
|
2015
Q4 | $17.4M | Sell |
193,143
-5,409
| -3% | -$487K | 1.66% | 20 |
|
|
2015
Q3 | $15.7M | Sell |
198,552
-75,015
| -27% | -$5.92M | 1.74% | 25 |
|
|
2015
Q2 | $26.4M | Buy |
273,567
+114,952
| +72% | +$11.1M | 1.75% | 16 |
|
|
2015
Q1 | $16.7M | Sell |
158,615
-393
| -0.2% | -$41.3K | 1.8% | 24 |
|
|
2014
Q4 | $17.8M | Sell |
159,008
-2,110
| -1% | -$237K | 1.8% | 22 |
|
|
2014
Q3 | $19.2M | Buy |
161,118
+353
| +0.2% | +$42.1K | 2.01% | 13 |
|
|
2014
Q2 | $21M | Buy |
160,765
+1,744
| +1% | +$228K | 2.17% | 13 |
|
|
2014
Q1 | $18.9M | Sell |
159,021
-2,085
| -1% | -$248K | 2.02% | 17 |
|
|
2013
Q4 | $20.1M | Sell |
161,106
-314
| -0.2% | -$39.2K | 2.11% | 16 |
|
|
2013
Q3 | $19.6M | Buy |
161,420
+8,356
| +5% | +$1.02M | 2.27% | 13 |
|
|
2013
Q2 | $18.1M | Buy |
+153,064
| New | +$18.1M | 2.22% | 13 |
|