DWP
Destiny Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
3,883
+563
| +17% | +$80.6K | 0.07% | 115 |
|
|
2025
Q1 | $555K | Buy |
3,320
+262
| +9% | +$43.8K | 0.09% | 103 |
|
|
2024
Q4 | $443K | Sell |
3,058
-8
| -0.3% | -$1.16K | 0.07% | 115 |
|
|
2024
Q3 | $451K | Buy |
3,066
+43
| +1% | +$6.33K | 0.08% | 107 |
|
|
2024
Q2 | $473K | Buy |
3,023
+7
| +0.2% | +$1.1K | 0.09% | 103 |
|
|
2024
Q1 | $476K | Sell |
3,016
-161
| -5% | -$25.4K | 0.09% | 97 |
|
|
2023
Q4 | $479K | Buy |
3,177
+7
| +0.2% | +$1.06K | 0.09% | 96 |
|
|
2023
Q3 | $535K | Buy |
3,170
+648
| +26% | +$109K | 0.11% | 92 |
|
|
2023
Q2 | $400K | Sell |
2,522
-648
| -20% | -$103K | 0.08% | 112 |
|
|
2023
Q1 | $517K | Buy |
3,170
+718
| +29% | +$117K | 0.11% | 94 |
|
|
2022
Q4 | $440K | Hold |
2,452
| – | – | 0.1% | 106 |
|
|
2022
Q3 | $352K | Hold |
2,452
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $355K | Sell |
2,452
-7
| -0.3% | -$1.01K | 0.08% | 101 |
|
|
2022
Q1 | $400K | Buy |
2,459
+42
| +2% | +$6.83K | 0.08% | 107 |
|
|
2021
Q4 | $284K | Hold |
2,417
| – | – | 0.05% | 147 |
|
|
2021
Q3 | $245K | Sell |
2,417
-1,045
| -30% | -$106K | 0.05% | 150 |
|
|
2021
Q2 | $363K | Buy |
3,462
+996
| +40% | +$104K | 0.07% | 144 |
|
|
2021
Q1 | $258K | Buy |
2,466
+49
| +2% | +$5.13K | 0.05% | 145 |
|
|
2020
Q4 | $204K | Buy |
+2,417
| New | +$204K | 0.04% | 201 |
|