FWM
ForthRight Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
1,492
| – | – | 0.07% | 63 |
|
|
2025
Q1 | $250K | Sell |
1,492
-77
| -5% | -$12.9K | 0.08% | 54 |
|
|
2024
Q4 | $227K | Buy |
1,569
+39
| +3% | +$5.65K | 0.08% | 59 |
|
|
2024
Q3 | $225K | Buy |
1,530
+49
| +3% | +$7.22K | 0.08% | 59 |
|
|
2024
Q2 | $232K | Buy |
1,481
+5
| +0.3% | +$782 | 0.08% | 59 |
|
|
2024
Q1 | $233K | Buy |
1,476
+5
| +0.3% | +$789 | 0.08% | 60 |
|
|
2023
Q4 | $219K | Sell |
1,471
-5
| -0.3% | -$746 | 0.09% | 56 |
|
|
2023
Q3 | $249K | Buy |
1,476
+14
| +1% | +$2.36K | 0.11% | 48 |
|
|
2023
Q2 | $230K | Sell |
1,462
-170
| -10% | -$26.7K | 0.1% | 53 |
|
|
2023
Q1 | $266K | Buy |
1,632
+179
| +12% | +$29.2K | 0.12% | 43 |
|
|
2022
Q4 | $261K | Buy |
1,453
+4
| +0.3% | +$718 | 0.13% | 42 |
|
|
2022
Q3 | $208K | Sell |
1,449
-435
| -23% | -$62.4K | 0.12% | 44 |
|
|
2022
Q2 | $273K | Buy |
1,884
+3
| +0.2% | +$435 | 0.15% | 38 |
|
|
2022
Q1 | $306K | Sell |
1,881
-34
| -2% | -$5.53K | 0.16% | 35 |
|
|
2021
Q4 | $225K | Sell |
1,915
-84
| -4% | -$9.87K | 0.12% | 41 |
|
|
2021
Q3 | $203K | Buy |
+1,999
| New | +$203K | 0.12% | 37 |
|
|
2021
Q1 | – | Sell |
-1,404
| Closed | -$119K | – | 65 |
|
|
2020
Q4 | $119K | Buy |
+1,404
| New | +$119K | 0.09% | 41 |
|