GRP
Global Retirement Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Buy |
+60,627
| New | +$8.68M | 0.22% | 94 |
|
|
2024
Q4 | $8.2M | Sell |
56,615
-15
| -0% | -$2.17K | 0.23% | 88 |
|
|
2024
Q3 | $8.34M | Buy |
56,630
+405
| +0.7% | +$59.6K | 0.25% | 87 |
|
|
2024
Q2 | $8.79M | Buy |
56,225
+8,629
| +18% | +$1.35M | 0.28% | 76 |
|
|
2024
Q1 | $7.51M | Buy |
47,596
+2,080
| +5% | +$328K | 0.28% | 77 |
|
|
2023
Q4 | $6.54M | Buy |
45,516
+1,153
| +3% | +$166K | 0.27% | 79 |
|
|
2023
Q3 | $7.23M | Buy |
44,363
+388
| +0.9% | +$63.3K | 0.36% | 59 |
|
|
2023
Q2 | $6.92M | Buy |
43,975
+751
| +2% | +$118K | 0.34% | 64 |
|
|
2023
Q1 | $6.78M | Buy |
43,224
+11,301
| +35% | +$1.77M | 0.36% | 56 |
|
|
2022
Q4 | $5.73M | Buy |
31,923
+6,454
| +25% | +$1.16M | 0.39% | 48 |
|
|
2022
Q3 | $4.61M | Buy |
25,469
+1,110
| +5% | +$201K | 0.35% | 58 |
|
|
2022
Q2 | $3.53M | Buy |
24,359
+3
| +0% | +$434 | 0.28% | 83 |
|
|
2022
Q1 | $4.21M | Buy |
+24,356
| New | +$4.21M | 0.33% | 66 |
|
|
2021
Q4 | – | Sell |
-19,528
| Closed | -$1.98M | – | 551 |
|
|
2021
Q3 | $1.98M | Buy |
19,528
+2,702
| +16% | +$274K | 0.2% | 112 |
|
|
2021
Q2 | $1.76M | Sell |
16,826
-1,278
| -7% | -$134K | 0.18% | 125 |
|
|
2021
Q1 | $1.9M | Buy |
18,104
+707
| +4% | +$74.1K | 0.22% | 97 |
|
|
2020
Q4 | $1.47M | Buy |
17,397
+893
| +5% | +$75.4K | 0.18% | 112 |
|
|
2020
Q3 | $1.19M | Buy |
16,504
+1,157
| +8% | +$83.3K | 0.17% | 127 |
|
|
2020
Q2 | $1.37M | Buy |
15,347
+210
| +1% | +$18.7K | 0.22% | 102 |
|
|
2020
Q1 | $1.1M | Sell |
15,137
-2,100
| -12% | -$152K | 0.21% | 104 |
|
|
2019
Q4 | $2.08M | Buy |
17,237
+1,203
| +8% | +$145K | 0.32% | 70 |
|
|
2019
Q3 | $1.9M | Buy |
16,034
+6,624
| +70% | +$786K | 0.31% | 75 |
|
|
2019
Q2 | $1.17M | Buy |
9,410
+3,212
| +52% | +$400K | 0.22% | 92 |
|
|
2019
Q1 | $763K | Buy |
6,198
+544
| +10% | +$67K | 0.18% | 100 |
|
|
2018
Q4 | $615K | Buy |
5,654
+769
| +16% | +$83.6K | 0.16% | 129 |
|
|
2018
Q3 | $597K | Buy |
4,885
+50
| +1% | +$6.11K | 0.14% | 146 |
|
|
2018
Q2 | $611K | Buy |
4,835
+551
| +13% | +$69.6K | 0.15% | 131 |
|
|
2018
Q1 | $489K | Sell |
4,284
-558
| -12% | -$63.7K | 0.13% | 162 |
|
|
2017
Q4 | $606K | Buy |
4,842
+2,676
| +124% | +$335K | 0.17% | 128 |
|
|
2017
Q3 | $254K | Buy |
2,166
+155
| +8% | +$18.2K | 0.11% | 193 |
|
|
2017
Q2 | $210K | Buy |
2,011
+202
| +11% | +$21.1K | 0.1% | 198 |
|
|
2017
Q1 | $194K | Sell |
1,809
-8
| -0.4% | -$858 | 0.11% | 180 |
|
|
2016
Q4 | $214K | Buy |
+1,817
| New | +$214K | 0.14% | 137 |
|