LWM
Liberty Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
20,817
-747
| -3% | -$107K | 0.47% | 49 |
|
|
2025
Q1 | $3.61M | Sell |
21,564
-762
| -3% | -$127K | 0.69% | 39 |
|
|
2024
Q4 | $3.23M | Buy |
22,326
+187
| +0.8% | +$27.1K | 0.54% | 43 |
|
|
2024
Q3 | $3.26M | Sell |
22,139
-185,794
| -89% | -$27.4M | 0.55% | 43 |
|
|
2024
Q2 | $3.34M | Buy |
207,933
+187,185
| +902% | +$3M | 0.61% | 42 |
|
|
2024
Q1 | $3.27M | Sell |
20,748
-862
| -4% | -$136K | 0.64% | 38 |
|
|
2023
Q4 | $3.22M | Buy |
21,610
+1,266
| +6% | +$189K | 0.69% | 31 |
|
|
2023
Q3 | $3.43M | Buy |
20,344
+162
| +0.8% | +$27.3K | 0.85% | 31 |
|
|
2023
Q2 | $3.17M | Sell |
20,182
-2,107
| -9% | -$331K | 0.78% | 29 |
|
|
2023
Q1 | $3.66M | Buy |
+22,289
| New | +$3.66M | 0.75% | 34 |
|
|
2022
Q3 | $3.36M | Buy |
23,402
+286
| +1% | +$41.1K | 0.9% | 22 |
|
|
2022
Q2 | $3.35M | Sell |
23,116
-1,423
| -6% | -$206K | 1.36% | 15 |
|
|
2022
Q1 | $4M | Sell |
24,539
-4,799
| -16% | -$781K | 1.44% | 16 |
|
|
2021
Q4 | $3.45K | Sell |
29,338
-3,341
| -10% | -$393 | 0.15% | 38 |
|
|
2021
Q3 | $3.33M | Sell |
32,679
-867
| -3% | -$88.4K | 1.19% | 15 |
|
|
2021
Q2 | $3.51M | Buy |
33,546
+582
| +2% | +$61K | 1.37% | 16 |
|
|
2021
Q1 | $2.85M | Hold |
32,964
| – | – | 1.39% | 17 |
|
|
2020
Q4 | $2.85M | Buy |
32,964
+778
| +2% | +$67.2K | 1.39% | 17 |
|
|
2020
Q3 | $2.32M | Sell |
32,186
-1,123
| -3% | -$80.8K | 1.37% | 17 |
|
|
2020
Q2 | $2.97M | Sell |
33,309
-1,567
| -4% | -$140K | 2.09% | 11 |
|
|
2020
Q1 | $2.53M | Sell |
34,876
-516
| -1% | -$37.4K | 2.21% | 10 |
|
|
2019
Q4 | $4.27M | Buy |
35,392
+1,508
| +4% | +$182K | 3.36% | 4 |
|
|
2019
Q3 | $4.02M | Sell |
33,884
-25,594
| -43% | -$3.04M | 3.8% | 5 |
|
|
2019
Q2 | $7.4M | Buy |
59,478
+25,997
| +78% | +$3.24M | 6.49% | 2 |
|
|
2019
Q1 | $4.12M | Sell |
33,481
-714
| -2% | -$87.9K | 3.11% | 5 |
|
|
2018
Q4 | $3.72M | Buy |
+34,195
| New | +$3.72M | 2.77% | 6 |
|