IWC
Integrated Wealth Concepts’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
121,959
+2,663
| +2% | +$381K | 0.18% | 124 |
|
|
2025
Q1 | $20M | Buy |
119,296
+2,234
| +2% | +$374K | 0.23% | 99 |
|
|
2024
Q4 | $17M | Buy |
117,062
+8,295
| +8% | +$1.2M | 0.2% | 113 |
|
|
2024
Q3 | $16M | Buy |
108,767
+1,366
| +1% | +$201K | 0.2% | 117 |
|
|
2024
Q2 | $16.8M | Buy |
107,401
+1,765
| +2% | +$276K | 0.23% | 96 |
|
|
2024
Q1 | $16.7M | Buy |
105,636
+3,061
| +3% | +$483K | 0.24% | 101 |
|
|
2023
Q4 | $15.3M | Sell |
102,575
-3,780
| -4% | -$564K | 0.25% | 96 |
|
|
2023
Q3 | $17.9M | Buy |
106,355
+2,019
| +2% | +$340K | 0.32% | 72 |
|
|
2023
Q2 | $16.4M | Buy |
104,336
+12,299
| +13% | +$1.94M | 0.28% | 87 |
|
|
2023
Q1 | $15M | Buy |
92,037
+60,050
| +188% | +$9.8M | 0.31% | 74 |
|
|
2022
Q4 | $5.74M | Buy |
31,987
+1,490
| +5% | +$267K | 0.16% | 135 |
|
|
2022
Q3 | $4.38M | Buy |
30,497
+2,466
| +9% | +$354K | 0.14% | 151 |
|
|
2022
Q2 | $4.06M | Buy |
28,031
+1,716
| +7% | +$248K | 0.13% | 163 |
|
|
2022
Q1 | $4.29M | Sell |
26,315
-4,390
| -14% | -$715K | 0.13% | 151 |
|
|
2021
Q4 | $3.6M | Buy |
30,705
+5,524
| +22% | +$648K | 0.11% | 166 |
|
|
2021
Q3 | $2.56M | Buy |
25,181
+3,427
| +16% | +$348K | 0.08% | 200 |
|
|
2021
Q2 | $2.28M | Buy |
21,754
+2,412
| +12% | +$253K | 0.08% | 203 |
|
|
2021
Q1 | $2.03M | Buy |
19,342
+70
| +0.4% | +$7.34K | 0.08% | 182 |
|
|
2020
Q4 | $1.63M | Sell |
19,272
-2,975
| -13% | -$251K | 0.08% | 179 |
|
|
2020
Q3 | $1.6M | Buy |
22,247
+2,044
| +10% | +$147K | 0.1% | 151 |
|
|
2020
Q2 | $1.8M | Buy |
20,203
+1,560
| +8% | +$139K | 0.13% | 116 |
|
|
2020
Q1 | $1.35M | Sell |
18,643
-4,969
| -21% | -$360K | 0.12% | 114 |
|
|
2019
Q4 | $2.85M | Buy |
23,612
+8,389
| +55% | +$1.01M | 0.24% | 77 |
|
|
2019
Q3 | $1.81M | Buy |
15,223
+2,425
| +19% | +$288K | 0.2% | 86 |
|
|
2019
Q2 | $1.57M | Buy |
12,798
+2,313
| +22% | +$283K | 0.21% | 89 |
|
|
2019
Q1 | $1.29M | Buy |
10,485
+4,477
| +75% | +$552K | 0.22% | 89 |
|
|
2018
Q4 | $654K | Buy |
6,008
+85
| +1% | +$9.25K | 0.18% | 106 |
|
|
2018
Q3 | $737K | Buy |
5,923
+536
| +10% | +$66.7K | 0.22% | 87 |
|
|
2018
Q2 | $669K | Buy |
5,387
+311
| +6% | +$38.6K | 0.23% | 90 |
|
|
2018
Q1 | $570K | Buy |
5,076
+230
| +5% | +$25.8K | 0.23% | 89 |
|
|
2017
Q4 | $623K | Buy |
+4,846
| New | +$623K | 0.27% | 79 |
|