DWS
Dynamic Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,510
-54
| -3% | -$7.73K | 0.16% | 62 |
|
|
2025
Q1 | $262K | Sell |
1,564
-44
| -3% | -$7.36K | 0.22% | 55 |
|
|
2024
Q4 | $233K | Sell |
1,608
-370
| -19% | -$53.6K | 0.21% | 55 |
|
|
2024
Q3 | $291K | Sell |
1,978
-6
| -0.3% | -$883 | 0.24% | 45 |
|
|
2024
Q2 | $310K | Sell |
1,984
-63
| -3% | -$9.84K | 0.27% | 43 |
|
|
2024
Q1 | $323K | Buy |
2,047
+1,493
| +269% | +$236K | 0.28% | 42 |
|
|
2023
Q4 | $82.6K | Buy |
+554
| New | +$82.6K | 0.08% | 104 |
|