EWM
Edge Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
5,154
+58
| +1% | +$8.31K | 0.14% | 39 |
|
|
2025
Q1 | $853K | Sell |
5,096
-5
| -0.1% | -$836 | 0.17% | 35 |
|
|
2024
Q4 | $739K | Buy |
5,101
+25
| +0.5% | +$3.62K | 0.15% | 39 |
|
|
2024
Q3 | $747K | Sell |
5,076
-70
| -1% | -$10.3K | 0.15% | 38 |
|
|
2024
Q2 | $805K | Sell |
5,146
-15
| -0.3% | -$2.35K | 0.17% | 38 |
|
|
2024
Q1 | $814K | Sell |
5,161
-754
| -13% | -$119K | 0.17% | 39 |
|
|
2023
Q4 | $882K | Sell |
5,915
-228
| -4% | -$34K | 0.19% | 39 |
|
|
2023
Q3 | $1.04M | Sell |
6,143
-214
| -3% | -$36.1K | 0.24% | 38 |
|
|
2023
Q2 | $1M | Buy |
6,357
+247
| +4% | +$38.9K | 0.22% | 40 |
|
|
2023
Q1 | $998K | Sell |
6,110
-2,133
| -26% | -$348K | 0.23% | 38 |
|
|
2022
Q4 | $1.47M | Sell |
8,243
-10
| -0.1% | -$1.79K | 0.34% | 37 |
|
|
2022
Q3 | $1.19M | Sell |
8,253
-592
| -7% | -$85.4K | 0.26% | 37 |
|
|
2022
Q2 | $1.28M | Buy |
8,845
+25
| +0.3% | +$3.62K | 0.28% | 39 |
|
|
2022
Q1 | $1.44M | Buy |
8,820
+1,742
| +25% | +$284K | 0.28% | 42 |
|
|
2021
Q4 | $831K | Buy |
7,078
+1,174
| +20% | +$138K | 0.15% | 56 |
|
|
2021
Q3 | $599K | Buy |
5,904
+46
| +0.8% | +$4.67K | 0.12% | 60 |
|
|
2021
Q2 | $613K | Buy |
5,858
+25
| +0.4% | +$2.62K | 0.12% | 61 |
|
|
2021
Q1 | $611K | Buy |
5,833
+1,840
| +46% | +$193K | 0.13% | 60 |
|
|
2020
Q4 | $338K | Sell |
3,993
-82,784
| -95% | -$7.01M | 0.08% | 79 |
|
|
2020
Q3 | $6.25M | Sell |
86,777
-4,931
| -5% | -$355K | 1.44% | 26 |
|
|
2020
Q2 | $8.18M | Sell |
91,708
-6,387
| -7% | -$570K | 1.55% | 20 |
|
|
2020
Q1 | $7.06M | Buy |
98,095
+34,307
| +54% | +$2.47M | 1.53% | 24 |
|
|
2019
Q4 | $7.65M | Buy |
63,788
+13,667
| +27% | +$1.64M | 1.53% | 22 |
|
|
2019
Q3 | $5.94M | Sell |
50,121
-6,096
| -11% | -$723K | 1.37% | 23 |
|
|
2019
Q2 | $6.95M | Buy |
56,217
+8,751
| +18% | +$1.08M | 1.54% | 23 |
|
|
2019
Q1 | $5.84M | Buy |
47,466
+12,333
| +35% | +$1.52M | 1.44% | 22 |
|
|
2018
Q4 | $3.82M | Buy |
35,133
+23,213
| +195% | +$2.53M | 1.08% | 26 |
|
|
2018
Q3 | $1.46M | Buy |
11,920
+76
| +0.6% | +$9.3K | 0.35% | 41 |
|
|
2018
Q2 | $1.5M | Sell |
11,844
-5,332
| -31% | -$674K | 0.38% | 42 |
|
|
2018
Q1 | $1.96M | Sell |
17,176
-339
| -2% | -$38.7K | 0.52% | 41 |
|
|
2017
Q4 | $2.2M | Sell |
17,515
-3,390
| -16% | -$425K | 0.62% | 35 |
|
|
2017
Q3 | $2.45M | Sell |
20,905
-33,620
| -62% | -$3.94M | 0.74% | 29 |
|
|
2017
Q2 | $5.72M | Sell |
54,525
-2,020
| -4% | -$212K | 1.8% | 19 |
|
|
2017
Q1 | $6.08M | Buy |
56,545
+15,062
| +36% | +$1.62M | 2.11% | 18 |
|
|
2016
Q4 | $4.88M | Sell |
41,483
-2,409
| -5% | -$283K | 1.85% | 17 |
|
|
2016
Q3 | $4.31M | Sell |
43,892
-292
| -0.7% | -$28.6K | 1.83% | 17 |
|
|
2016
Q2 | $4.62M | Sell |
44,184
-1,233
| -3% | -$129K | 1.92% | 17 |
|
|
2016
Q1 | $4.33M | Sell |
45,417
-10,519
| -19% | -$1M | 1.97% | 20 |
|
|
2015
Q4 | $5.06M | Sell |
55,936
-18,830
| -25% | -$1.7M | 1.91% | 17 |
|
|
2015
Q3 | $5.86M | Buy |
74,766
+1,377
| +2% | +$108K | 2.21% | 17 |
|
|
2015
Q2 | $6.98M | Buy |
73,389
+3,052
| +4% | +$290K | 2.39% | 16 |
|
|
2015
Q1 | $7.42M | Buy |
70,337
+3,228
| +5% | +$341K | 2.49% | 12 |
|
|
2014
Q4 | $7.56M | Buy |
67,109
+58,773
| +705% | +$6.62M | 2.77% | 11 |
|
|
2014
Q3 | $995K | Sell |
8,336
-10
| -0.1% | -$1.19K | 0.38% | 39 |
|
|
2014
Q2 | $1.09M | Sell |
8,346
-6,139
| -42% | -$800K | 0.45% | 36 |
|
|
2014
Q1 | $1.72M | Sell |
14,485
-45,814
| -76% | -$5.45M | 0.72% | 28 |
|
|
2013
Q4 | $7.53M | Buy |
60,299
+8,231
| +16% | +$1.03M | 3.48% | 9 |
|
|
2013
Q3 | $6.33M | Buy |
52,068
+1,716
| +3% | +$208K | 3.86% | 7 |
|
|
2013
Q2 | $5.98M | Buy |
+50,352
| New | +$5.98M | 4% | 9 |
|