EWS
Evergreen Wealth Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
5,243
-504
| -9% | -$72.2K | 0.45% | 44 |
|
|
2025
Q1 | $961K | Sell |
5,747
-870
| -13% | -$146K | 0.65% | 30 |
|
|
2024
Q4 | $958K | Buy |
6,617
+1,445
| +28% | +$209K | 0.67% | 31 |
|
|
2024
Q3 | $762K | Sell |
5,172
-2,175
| -30% | -$320K | 0.52% | 34 |
|
|
2024
Q2 | $1.15M | Sell |
7,347
-703
| -9% | -$110K | 0.82% | 21 |
|
|
2024
Q1 | $1.27M | Sell |
8,050
-596
| -7% | -$94K | 0.94% | 24 |
|
|
2023
Q4 | $1.29M | Sell |
8,646
-172
| -2% | -$25.7K | 1.1% | 24 |
|
|
2023
Q3 | $1.49M | Sell |
8,818
-96
| -1% | -$16.2K | 1.5% | 14 |
|
|
2023
Q2 | $1.4M | Buy |
8,914
+243
| +3% | +$38.2K | 1.41% | 19 |
|
|
2023
Q1 | $1.42M | Sell |
8,671
-39
| -0.4% | -$6.36K | 1.64% | 15 |
|
|
2022
Q4 | $1.56M | Sell |
8,710
-196
| -2% | -$35.2K | 2.06% | 11 |
|
|
2022
Q3 | $1.28M | Buy |
8,906
+1,236
| +16% | +$178K | 1.81% | 16 |
|
|
2022
Q2 | $1.11M | Sell |
7,670
-483
| -6% | -$69.9K | 1.36% | 24 |
|
|
2022
Q1 | $1.33M | Sell |
8,153
-575
| -7% | -$93.7K | 1.29% | 23 |
|
|
2021
Q4 | $1.02M | Buy |
+8,728
| New | +$1.02M | 0.93% | 32 |
|