GLLW
Graves Light Lenhart Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
39,322
-2,006
| -5% | -$287K | 0.67% | 36 |
|
|
2025
Q1 | $6.91M | Buy |
41,328
+10
| +0% | +$1.67K | 0.85% | 30 |
|
|
2024
Q4 | $5.98M | Buy |
41,318
+417
| +1% | +$60.4K | 0.74% | 32 |
|
|
2024
Q3 | $6.02M | Sell |
40,901
-9,230
| -18% | -$1.36M | 0.74% | 32 |
|
|
2024
Q2 | $7.85M | Buy |
50,131
+18
| +0% | +$2.82K | 0.9% | 29 |
|
|
2024
Q1 | $7.9M | Buy |
50,113
+4,671
| +10% | +$737K | 0.92% | 29 |
|
|
2023
Q4 | $6.78M | Buy |
45,442
+694
| +2% | +$104K | 0.84% | 31 |
|
|
2023
Q3 | $7.26M | Sell |
44,748
-1,108
| -2% | -$180K | 0.99% | 24 |
|
|
2023
Q2 | $7.22M | Sell |
45,856
-1,075
| -2% | -$169K | 0.97% | 26 |
|
|
2023
Q1 | $7.66M | Sell |
46,931
-691
| -1% | -$113K | 1.19% | 22 |
|
|
2022
Q4 | $8.55M | Sell |
47,622
-973
| -2% | -$175K | 1.31% | 21 |
|
|
2022
Q3 | $6.98M | Sell |
48,595
-803
| -2% | -$115K | 1.16% | 23 |
|
|
2022
Q2 | $7.15M | Sell |
49,398
-458
| -0.9% | -$66.3K | 1.09% | 24 |
|
|
2022
Q1 | $8.12M | Buy |
49,856
+279
| +0.6% | +$45.4K | 1.13% | 26 |
|
|
2021
Q4 | $5.82M | Sell |
49,577
-259
| -0.5% | -$30.4K | 0.83% | 33 |
|
|
2021
Q3 | $5.06M | Sell |
49,836
-48
| -0.1% | -$4.87K | 0.8% | 34 |
|
|
2021
Q2 | $5.23M | Buy |
49,884
+157
| +0.3% | +$16.4K | 0.84% | 37 |
|
|
2021
Q1 | $5.21M | Sell |
49,727
-8,749
| -15% | -$917K | 0.89% | 32 |
|
|
2020
Q4 | $4.94M | Sell |
58,476
-3,792
| -6% | -$320K | 0.92% | 30 |
|
|
2020
Q3 | $4.48M | Buy |
62,268
+300
| +0.5% | +$21.6K | 0.99% | 30 |
|
|
2020
Q2 | $5.53M | Sell |
61,968
-1,378
| -2% | -$123K | 1.3% | 24 |
|
|
2020
Q1 | $4.59M | Buy |
63,346
+10,411
| +20% | +$754K | 1.24% | 24 |
|
|
2019
Q4 | $6.38M | Buy |
52,935
+557
| +1% | +$67.1K | 1.34% | 24 |
|
|
2019
Q3 | $6.08M | Buy |
52,378
+1,051
| +2% | +$122K | 1.34% | 24 |
|
|
2019
Q2 | $6.39M | Buy |
51,327
+560
| +1% | +$69.7K | 1.53% | 21 |
|
|
2019
Q1 | $6.25M | Buy |
50,767
+389
| +0.8% | +$47.9K | 1.59% | 21 |
|
|
2018
Q4 | $5.48M | Buy |
+50,378
| New | +$5.48M | 1.61% | 20 |
|