EWP
Engrave Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.79M | Sell |
58,936
-98
| -0.2% | -$14.6K | 2.51% | 12 |
|
|
2023
Q3 | $9.95M | Buy |
59,034
+1,559
| +3% | +$263K | 3.06% | 13 |
|
|
2023
Q2 | $9.04M | Buy |
57,475
+509
| +0.9% | +$80.1K | 2.87% | 12 |
|
|
2023
Q1 | $9.63M | Buy |
56,966
+5,427
| +11% | +$917K | 3.25% | 10 |
|
|
2022
Q4 | $9.13M | Buy |
51,539
+31
| +0.1% | +$5.49K | 3.17% | 11 |
|
|
2022
Q3 | $7.4M | Buy |
51,508
+2,490
| +5% | +$358K | 3.46% | 9 |
|
|
2022
Q2 | $7.1M | Buy |
49,018
+9,581
| +24% | +$1.39M | 3.14% | 11 |
|
|
2022
Q1 | $6.42M | Sell |
39,437
-26,458
| -40% | -$4.31M | 2.4% | 14 |
|
|
2021
Q4 | $7.73M | Sell |
65,895
-3,444
| -5% | -$404K | 2.23% | 10 |
|
|
2021
Q3 | $7.03M | Buy |
69,339
+6,183
| +10% | +$627K | 2.08% | 12 |
|
|
2021
Q2 | $6.62M | Buy |
63,156
+6,973
| +12% | +$730K | 2% | 22 |
|
|
2021
Q1 | $5.89M | Buy |
56,183
+19,862
| +55% | +$2.08M | 2.37% | 18 |
|
|
2020
Q4 | $3.39M | Buy |
36,321
+4,800
| +15% | +$448K | 2.78% | 13 |
|
|
2020
Q3 | $2.28M | Buy |
31,521
+20,037
| +174% | +$1.45M | 2.21% | 14 |
|
|
2020
Q2 | $1.02M | Buy |
11,484
+120
| +1% | +$10.7K | 0.91% | 23 |
|
|
2020
Q1 | $823K | Buy |
11,364
+2,037
| +22% | +$148K | 0.97% | 17 |
|
|
2019
Q4 | $1.12M | Buy |
+9,327
| New | +$1.12M | 1.08% | 17 |
|