EWM
Elite Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
3,622
-115
| -3% | -$16.5K | 0.17% | 25 |
|
|
2025
Q1 | $625K | Sell |
3,737
-1,500
| -29% | -$251K | 0.08% | 25 |
|
|
2024
Q4 | $759K | Sell |
5,237
-200
| -4% | -$29K | 0.09% | 25 |
|
|
2024
Q3 | $801K | Buy |
5,437
+700
| +15% | +$103K | 0.11% | 26 |
|
|
2024
Q2 | $741K | Hold |
4,737
| – | – | 0.02% | 25 |
|
|
2024
Q1 | $747K | Hold |
4,737
| – | – | 0.03% | 30 |
|
|
2023
Q4 | $707K | Buy |
4,737
+1,000
| +27% | +$149K | 0.04% | 27 |
|
|
2023
Q3 | $630K | Sell |
3,737
-105
| -3% | -$17.7K | 0.05% | 32 |
|
|
2023
Q2 | $605K | Sell |
3,842
-87
| -2% | -$13.7K | 0.05% | 35 |
|
|
2023
Q1 | $641K | Hold |
3,929
| – | – | 0.04% | 33 |
|
|
2022
Q4 | $705K | Buy |
3,929
+61
| +2% | +$10.9K | 0.06% | 31 |
|
|
2022
Q3 | $556K | Buy |
3,868
+26
| +0.7% | +$3.74K | 0.05% | 33 |
|
|
2022
Q2 | $556K | Hold |
3,842
| – | – | 0.08% | 32 |
|
|
2022
Q1 | $626K | Buy |
3,842
+115
| +3% | +$18.7K | 0.1% | 33 |
|
|
2021
Q4 | $437K | Hold |
3,727
| – | – | 0.06% | 40 |
|
|
2021
Q3 | $378K | Buy |
3,727
+1,400
| +60% | +$142K | 0.07% | 44 |
|
|
2021
Q2 | $244 | Buy |
2,327
+27
| +1% | +$3 | 0.02% | 55 |
|
|
2021
Q1 | $241 | Sell |
2,300
-667
| -22% | -$70 | 0.03% | 51 |
|
|
2020
Q4 | $251K | Buy |
+2,967
| New | +$251K | 0.03% | 46 |
|
|
2020
Q2 | – | Sell |
-3,205
| Closed | -$232K | – | 40 |
|
|
2020
Q1 | $232K | Buy |
3,205
+1,000
| +45% | +$72.4K | 0.18% | 33 |
|
|
2019
Q4 | $266K | Hold |
2,205
| – | – | 0.15% | 23 |
|
|
2019
Q3 | $262K | Sell |
2,205
-700
| -24% | -$83.2K | 0.36% | 24 |
|
|
2019
Q2 | $361K | Sell |
2,905
-200
| -6% | -$24.9K | 0.49% | 21 |
|
|
2019
Q1 | $382K | Sell |
3,105
-171
| -5% | -$21K | 0.71% | 22 |
|
|
2018
Q4 | $356K | Buy |
3,276
+700
| +27% | +$76.1K | 0.35% | 37 |
|
|
2018
Q3 | $315K | Sell |
2,576
-600
| -19% | -$73.4K | 0.07% | 38 |
|
|
2018
Q2 | $402K | Hold |
3,176
| – | – | 0.14% | 38 |
|
|
2018
Q1 | $362K | Buy |
3,176
+700
| +28% | +$79.8K | 0.3% | 43 |
|
|
2017
Q4 | $310K | Buy |
+2,476
| New | +$310K | 0.26% | 47 |
|
|
2016
Q3 | $42K | Buy |
+405
| New | +$42K | 0.07% | 61 |
|
|
2015
Q4 | – | Sell |
-7,422
| Closed | -$585K | – | 49 |
|
|
2015
Q3 | $585K | Buy |
7,422
+3,515
| +90% | +$277K | 0.92% | 41 |
|
|
2015
Q2 | $376K | Hold |
3,907
| – | – | 0.39% | 47 |
|
|
2015
Q1 | $410K | Hold |
3,907
| – | – | 0.36% | 49 |
|
|
2014
Q4 | $438K | Buy |
3,907
+1,405
| +56% | +$158K | 0.42% | 47 |
|
|
2014
Q3 | $299K | Buy |
2,502
+800
| +47% | +$95.6K | 0.27% | 61 |
|
|
2014
Q2 | $222K | Hold |
1,702
| – | – | 0.22% | 60 |
|
|
2014
Q1 | $202K | Sell |
1,702
-1,825
| -52% | -$217K | 0.16% | 65 |
|
|
2013
Q4 | $441K | Buy |
3,527
+707
| +25% | +$88.4K | 0.32% | 50 |
|
|
2013
Q3 | $343K | Buy |
2,820
+2,135
| +312% | +$260K | 0.3% | 53 |
|
|
2013
Q2 | $81K | Buy |
+685
| New | +$81K | 0.12% | 84 |
|