GSWM
Greenup Street Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,045
-55
| -3% | -$7.88K | 0.05% | 87 |
|
|
2025
Q1 | $351K | Sell |
2,100
-135
| -6% | -$22.6K | 0.07% | 80 |
|
|
2024
Q4 | $324K | Sell |
2,235
-6,982
| -76% | -$1.01M | 0.06% | 78 |
|
|
2024
Q3 | $1.36M | Sell |
9,217
-2,630
| -22% | -$387K | 0.28% | 51 |
|
|
2024
Q2 | $1.85M | Buy |
11,847
+2,329
| +24% | +$364K | 0.44% | 42 |
|
|
2024
Q1 | $1.5M | Buy |
9,518
+562
| +6% | +$88.7K | 0.38% | 45 |
|
|
2023
Q4 | $1.34M | Buy |
8,956
+3,173
| +55% | +$473K | 0.37% | 45 |
|
|
2023
Q3 | $975K | Buy |
+5,783
| New | +$975K | 0.32% | 47 |
|