DWM
Drive Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
9,845
-1,284
| -12% | -$184K | 0.31% | 75 |
|
|
2025
Q1 | $1.86M | Buy |
11,129
+4,848
| +77% | +$811K | 0.44% | 50 |
|
|
2024
Q4 | $910K | Sell |
6,281
-338
| -5% | -$49K | 0.22% | 85 |
|
|
2024
Q3 | $975K | Sell |
6,619
-813
| -11% | -$120K | 0.25% | 75 |
|
|
2024
Q2 | $1.16M | Buy |
7,432
+739
| +11% | +$116K | 0.31% | 63 |
|
|
2024
Q1 | $1.06M | Sell |
6,693
-961
| -13% | -$152K | 0.3% | 68 |
|
|
2023
Q4 | $1.14M | Sell |
7,654
-672
| -8% | -$100K | 0.37% | 55 |
|
|
2023
Q3 | $1.4M | Buy |
8,326
+580
| +7% | +$97.8K | 0.51% | 44 |
|
|
2023
Q2 | $1.22M | Sell |
7,746
-1,108
| -13% | -$174K | 0.45% | 50 |
|
|
2023
Q1 | $1.44M | Buy |
8,854
+375
| +4% | +$61.2K | 0.6% | 39 |
|
|
2022
Q4 | $1.52M | Buy |
8,479
+4,060
| +92% | +$729K | 0.76% | 27 |
|
|
2022
Q3 | $635K | Buy |
4,419
+628
| +17% | +$90.2K | 0.6% | 39 |
|
|
2022
Q2 | $549K | Sell |
3,791
-89
| -2% | -$12.9K | 0.5% | 51 |
|
|
2022
Q1 | $632K | Buy |
3,880
+168
| +5% | +$27.4K | 0.53% | 47 |
|
|
2021
Q4 | $436K | Buy |
+3,712
| New | +$436K | 0.38% | 73 |
|