GWMR
GC Wealth Management RIA’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
26,599
+8,227
| +45% | +$1.18M | 0.31% | 65 |
|
|
2025
Q1 | $3.07M | Buy |
18,372
+169
| +0.9% | +$28.3K | 0.56% | 41 |
|
|
2024
Q4 | $2.64M | Buy |
18,203
+1,587
| +10% | +$230K | 0.46% | 49 |
|
|
2024
Q3 | $2.45M | Sell |
16,616
-532
| -3% | -$78.3K | 0.43% | 52 |
|
|
2024
Q2 | $2.68M | Buy |
17,148
+22
| +0.1% | +$3.44K | 0.53% | 36 |
|
|
2024
Q1 | $2.7M | Buy |
17,126
+1,390
| +9% | +$219K | 0.54% | 33 |
|
|
2023
Q4 | $2.35M | Buy |
+15,736
| New | +$2.35M | 1.06% | 20 |
|