IFWM
Institute for Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
4,039
+188
| +5% | +$26.9K | 0.06% | 283 |
|
|
2025
Q1 | $644K | Sell |
3,851
-39
| -1% | -$6.53K | 0.08% | 247 |
|
|
2024
Q4 | $563K | Sell |
3,890
-656
| -14% | -$95K | 0.07% | 265 |
|
|
2024
Q3 | $669K | Buy |
4,546
+387
| +9% | +$57K | 0.08% | 238 |
|
|
2024
Q2 | $650K | Sell |
4,159
-62
| -1% | -$9.7K | 0.09% | 232 |
|
|
2024
Q1 | $666K | Sell |
4,221
-353
| -8% | -$55.7K | 0.09% | 228 |
|
|
2023
Q4 | $682K | Sell |
4,574
-61
| -1% | -$9.1K | 0.11% | 213 |
|
|
2023
Q3 | $781K | Sell |
4,635
-24
| -0.5% | -$4.05K | 0.14% | 175 |
|
|
2023
Q2 | $733K | Sell |
4,659
-37
| -0.8% | -$5.82K | 0.12% | 192 |
|
|
2023
Q1 | $766K | Sell |
4,696
-106
| -2% | -$17.3K | 0.15% | 172 |
|
|
2022
Q4 | $862K | Sell |
4,802
-173
| -3% | -$31.1K | 0.18% | 151 |
|
|
2022
Q3 | $715K | Sell |
4,975
-20
| -0.4% | -$2.87K | 0.16% | 169 |
|
|
2022
Q2 | $723K | Buy |
4,995
+1
| +0% | +$145 | 0.14% | 179 |
|
|
2022
Q1 | $813K | Sell |
4,994
-12
| -0.2% | -$1.95K | 0.13% | 191 |
|
|
2021
Q4 | $587K | Sell |
5,006
-245
| -5% | -$28.7K | 0.1% | 249 |
|
|
2021
Q3 | $533K | Sell |
5,251
-20
| -0.4% | -$2.03K | 0.09% | 258 |
|
|
2021
Q2 | $552K | Sell |
5,271
-409
| -7% | -$42.8K | 0.1% | 255 |
|
|
2021
Q1 | $595K | Sell |
5,680
-790
| -12% | -$82.8K | 0.11% | 223 |
|
|
2020
Q4 | $546K | Sell |
6,470
-955
| -13% | -$80.6K | 0.11% | 230 |
|
|
2020
Q3 | $535K | Sell |
7,425
-20
| -0.3% | -$1.44K | 0.12% | 212 |
|
|
2020
Q2 | $664K | Sell |
7,445
-151
| -2% | -$13.5K | 0.16% | 173 |
|
|
2020
Q1 | $550K | Sell |
7,596
-704
| -8% | -$51K | 0.17% | 164 |
|
|
2019
Q4 | $1M | Sell |
8,300
-359
| -4% | -$43.3K | 0.23% | 120 |
|
|
2019
Q3 | $1.03M | Sell |
8,659
-3,009
| -26% | -$357K | 0.26% | 108 |
|
|
2019
Q2 | $1.45M | Buy |
11,668
+3,146
| +37% | +$391K | 0.32% | 74 |
|
|
2019
Q1 | $1.05M | Buy |
+8,522
| New | +$1.05M | 0.23% | 123 |
|
|
2018
Q4 | – | Sell |
-12,044
| Closed | -$1.46M | – | 277 |
|
|
2018
Q3 | $1.46M | Sell |
12,044
-4,205
| -26% | -$510K | 0.49% | 65 |
|
|
2018
Q2 | $2.05M | Buy |
16,249
+1,298
| +9% | +$164K | 0.65% | 43 |
|
|
2018
Q1 | $1.88M | Buy |
14,951
+1,292
| +9% | +$162K | 0.55% | 50 |
|
|
2017
Q4 | $1.72M | Sell |
13,659
-821
| -6% | -$103K | 0.4% | 69 |
|
|
2017
Q3 | $1.71M | Buy |
14,480
+912
| +7% | +$108K | 0.56% | 52 |
|
|
2017
Q2 | $1.41M | Buy |
+13,568
| New | +$1.41M | 0.39% | 69 |
|
|
2013
Q3 | – | Sell |
-4,506
| Closed | -$533K | – | 78 |
|
|
2013
Q2 | $533K | Buy |
+4,506
| New | +$533K | 0.43% | 30 |
|