GGM Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $321K | Buy |
2,294
+1
| +0% | +$140 | 0.18% | 97 |
|
|
2024
Q4 | $332K | Buy |
2,293
+728
| +47% | +$105K | 0.17% | 99 |
|
|
2024
Q3 | $230K | Buy |
1,565
+44
| +3% | +$6.48K | 0.1% | 131 |
|
|
2024
Q2 | $238K | Buy |
1,521
+1
| +0.1% | +$156 | 0.11% | 124 |
|
|
2024
Q1 | $246K | Buy |
+1,520
| New | +$246K | 0.11% | 113 |
|
|
2023
Q4 | – | Sell |
-1,257
| Closed | -$212K | – | 141 |
|
|
2023
Q3 | $212K | Buy |
+1,257
| New | +$212K | 0.09% | 130 |
|
|
2023
Q1 | – | Sell |
-1,254
| Closed | -$221K | – | 77 |
|
|
2022
Q4 | $221K | Sell |
1,254
-299
| -19% | -$52.8K | 0.11% | 124 |
|
|
2022
Q3 | $271K | Sell |
1,553
-99
| -6% | -$17.3K | 0.15% | 107 |
|
|
2022
Q2 | $229K | Buy |
1,652
+19
| +1% | +$2.63K | 0.13% | 120 |
|
|
2022
Q1 | $280K | Buy |
+1,633
| New | +$280K | 0.14% | 119 |
|