GWM
GDS Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
1,706
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $285K | Buy |
1,706
+72
| +4% | +$12K | 0.02% | 139 |
|
|
2024
Q4 | $237K | Sell |
1,634
-266
| -14% | -$38.5K | 0.02% | 153 |
|
|
2024
Q3 | $280K | Sell |
1,900
-603
| -24% | -$88.8K | 0.03% | 140 |
|
|
2024
Q2 | $392K | Buy |
2,503
+163
| +7% | +$25.5K | 0.04% | 100 |
|
|
2024
Q1 | $369K | Buy |
2,340
+246
| +12% | +$38.8K | 0.04% | 107 |
|
|
2023
Q4 | $312K | Buy |
2,094
+447
| +27% | +$66.7K | 0.04% | 106 |
|
|
2023
Q3 | $278K | Sell |
1,647
-302
| -15% | -$50.9K | 0.04% | 102 |
|
|
2023
Q2 | $307K | Buy |
+1,949
| New | +$307K | 0.05% | 103 |
|