GWP
Gateway Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,252
| Closed | -$210K | – | 361 |
|
|
2025
Q1 | $210K | Buy |
+1,252
| New | +$210K | 0.05% | 296 |
|
|
2023
Q4 | – | Sell |
-2,613
| Closed | -$441K | – | 234 |
|
|
2023
Q3 | $441K | Buy |
2,613
+71
| +3% | +$12K | 0.08% | 142 |
|
|
2023
Q2 | $400K | Buy |
2,542
+19
| +0.8% | +$2.99K | 0.07% | 146 |
|
|
2023
Q1 | $412K | Sell |
2,523
-284
| -10% | -$46.3K | 0.06% | 137 |
|
|
2022
Q4 | $504K | Buy |
+2,807
| New | +$504K | 0.09% | 106 |
|