IHWM
Iron Horse Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
1,049
+38
| +4% | +$5.44K | 0.04% | 62 |
|
|
2025
Q1 | $169K | Buy |
1,011
+124
| +14% | +$20.7K | 0.05% | 55 |
|
|
2024
Q4 | $128K | Sell |
887
-54
| -6% | -$7.82K | 0.04% | 68 |
|
|
2024
Q3 | $139K | Buy |
941
+51
| +6% | +$7.51K | 0.05% | 61 |
|
|
2024
Q2 | $139K | Hold |
890
| – | – | 0.05% | 55 |
|
|
2024
Q1 | $140K | Buy |
890
+15
| +2% | +$2.37K | 0.06% | 49 |
|
|
2023
Q4 | $131K | Buy |
875
+80
| +10% | +$11.9K | 0.06% | 46 |
|
|
2023
Q3 | $134K | Hold |
795
| – | – | 0.07% | 42 |
|
|
2023
Q2 | $125K | Buy |
795
+9
| +1% | +$1.42K | 0.06% | 45 |
|
|
2023
Q1 | $128K | Sell |
786
-181
| -19% | -$29.5K | 0.06% | 46 |
|
|
2022
Q4 | $174K | Buy |
967
+492
| +104% | +$88.5K | 0.09% | 40 |
|
|
2022
Q3 | $68K | Sell |
475
-511
| -52% | -$73.2K | 0.1% | 34 |
|
|
2022
Q2 | $143K | Buy |
986
+5
| +0.5% | +$725 | 0.08% | 41 |
|
|
2022
Q1 | $160K | Sell |
981
-50
| -5% | -$8.16K | 0.09% | 43 |
|
|
2021
Q4 | $121K | Buy |
1,031
+183
| +22% | +$21.5K | 0.07% | 54 |
|
|
2021
Q3 | $86K | Sell |
848
-300
| -26% | -$30.4K | 0.05% | 55 |
|
|
2021
Q2 | $120K | Sell |
1,148
-365
| -24% | -$38.2K | 0.08% | 51 |
|
|
2021
Q1 | $159K | Hold |
1,513
| – | – | 0.12% | 45 |
|
|
2020
Q4 | $128K | Buy |
+1,513
| New | +$128K | 0.1% | 47 |
|