DWM
Diversify Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
40,097
+4,367
| +12% | +$674K | 0.38% | 64 |
|
|
2025
Q1 | $4.98M | Buy |
35,730
+5,247
| +17% | +$731K | 0.37% | 68 |
|
|
2024
Q4 | $4.67M | Buy |
30,483
+10,319
| +51% | +$1.58M | 0.36% | 69 |
|
|
2024
Q3 | $3.03M | Buy |
20,164
+2,241
| +13% | +$337K | 0.29% | 87 |
|
|
2024
Q2 | $2.59M | Buy |
+17,923
| New | +$2.59M | 0.32% | 75 |
|