FWP
Firethorn Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
4,195
+169
| +4% | +$24.2K | 0.26% | 85 |
|
|
2025
Q1 | $674K | Buy |
4,026
+103
| +3% | +$17.2K | 0.32% | 77 |
|
|
2024
Q4 | $568K | Sell |
3,923
-197
| -5% | -$28.5K | 0.28% | 75 |
|
|
2024
Q3 | $607K | Buy |
4,120
+85
| +2% | +$12.5K | 0.31% | 74 |
|
|
2024
Q2 | $631K | Buy |
4,035
+276
| +7% | +$43.2K | 0.36% | 59 |
|
|
2024
Q1 | $593K | Buy |
3,759
+1,105
| +42% | +$174K | 0.35% | 63 |
|
|
2023
Q4 | $396K | Buy |
2,654
+970
| +58% | +$145K | 0.26% | 79 |
|
|
2023
Q3 | $284K | Buy |
1,684
+19
| +1% | +$3.2K | 0.22% | 88 |
|
|
2023
Q2 | $262K | Buy |
1,665
+400
| +32% | +$62.9K | 0.2% | 92 |
|
|
2023
Q1 | $212K | Buy |
1,265
+6
| +0.5% | +$1K | 0.17% | 106 |
|
|
2022
Q4 | $226K | Sell |
1,259
-173
| -12% | -$31K | 0.19% | 105 |
|
|
2022
Q3 | $206K | Sell |
1,432
-47
| -3% | -$6.76K | 0.19% | 111 |
|
|
2022
Q2 | $237K | Sell |
1,479
-2
| -0.1% | -$320 | 0.19% | 103 |
|
|
2022
Q1 | $241K | Buy |
+1,481
| New | +$241K | 0.18% | 112 |
|