ISWM
Independent Solutions Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
25,437
+864
| +4% | +$124K | 0.71% | 45 |
|
|
2025
Q1 | $4.11M | Buy |
24,573
+202
| +0.8% | +$33.8K | 0.92% | 29 |
|
|
2024
Q4 | $3.53M | Buy |
24,371
+1,360
| +6% | +$197K | 0.77% | 37 |
|
|
2024
Q3 | $3.39M | Buy |
23,011
+716
| +3% | +$105K | 0.77% | 40 |
|
|
2024
Q2 | $3.49M | Sell |
22,295
-279
| -1% | -$43.6K | 0.8% | 37 |
|
|
2024
Q1 | $3.56M | Buy |
22,574
+1,598
| +8% | +$252K | 0.85% | 34 |
|
|
2023
Q4 | $3.13M | Buy |
20,976
+3,783
| +22% | +$564K | 0.8% | 41 |
|
|
2023
Q3 | $2.9M | Sell |
17,193
-1,689
| -9% | -$285K | 0.75% | 35 |
|
|
2023
Q2 | $2.97M | Buy |
18,882
+451
| +2% | +$71K | 0.75% | 33 |
|
|
2023
Q1 | $3.01M | Buy |
18,431
+481
| +3% | +$78.5K | 0.89% | 26 |
|
|
2022
Q4 | $3.22M | Buy |
17,950
+1,190
| +7% | +$214K | 0.98% | 24 |
|
|
2022
Q3 | $2.41M | Sell |
16,760
-5,072
| -23% | -$729K | 0.79% | 30 |
|
|
2022
Q2 | $3.16M | Sell |
21,832
-2,614
| -11% | -$378K | 0.99% | 20 |
|
|
2022
Q1 | $3.98M | Buy |
24,446
+1,533
| +7% | +$250K | 0.94% | 22 |
|
|
2021
Q4 | $2.69M | Buy |
22,913
+2,217
| +11% | +$260K | 0.63% | 39 |
|
|
2021
Q3 | $2.1M | Buy |
20,696
+631
| +3% | +$64K | 0.52% | 48 |
|
|
2021
Q2 | $2.1M | Buy |
20,065
+9,776
| +95% | +$1.02M | 0.51% | 48 |
|
|
2021
Q1 | $1.08M | Buy |
10,289
+6,999
| +213% | +$733K | 0.3% | 76 |
|
|
2020
Q4 | $278K | Sell |
3,290
-737
| -18% | -$62.2K | 0.09% | 152 |
|
|
2020
Q3 | $290K | Sell |
4,027
-515
| -11% | -$37.1K | 0.11% | 129 |
|
|
2020
Q2 | $405K | Sell |
4,542
-387
| -8% | -$34.5K | 0.17% | 101 |
|
|
2020
Q1 | $357K | Sell |
4,929
-7,741
| -61% | -$561K | 0.2% | 84 |
|
|
2019
Q4 | $1.53M | Buy |
+12,670
| New | +$1.53M | 0.68% | 31 |
|