MWM
Marietta Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
45,159
+2,273
| +5% | +$325K | 0.84% | 47 |
|
|
2025
Q1 | $7.17M | Buy |
42,886
+2,080
| +5% | +$348K | 1.05% | 36 |
|
|
2024
Q4 | $5.91M | Buy |
40,806
+322
| +0.8% | +$46.6K | 0.85% | 50 |
|
|
2024
Q3 | $5.96M | Buy |
40,484
+3,965
| +11% | +$584K | 0.87% | 50 |
|
|
2024
Q2 | $5.71M | Buy |
36,519
+8,180
| +29% | +$1.28M | 0.89% | 50 |
|
|
2024
Q1 | $4.47M | Buy |
28,339
+1,032
| +4% | +$163K | 0.74% | 64 |
|
|
2023
Q4 | $4.07M | Buy |
+27,307
| New | +$4.07M | 0.73% | 66 |
|
|
2020
Q1 | – | Sell |
-25,165
| Closed | -$3.03M | – | 111 |
|
|
2019
Q4 | $3.03M | Buy |
25,165
+2,247
| +10% | +$271K | 1% | 52 |
|
|
2019
Q3 | $2.72M | Buy |
22,918
+1,350
| +6% | +$160K | 0.99% | 50 |
|
|
2019
Q2 | $2.68M | Buy |
21,568
+358
| +2% | +$44.6K | 1.05% | 48 |
|
|
2019
Q1 | $2.61M | Buy |
21,210
+1,052
| +5% | +$130K | 1.07% | 44 |
|
|
2018
Q4 | $2.19M | Buy |
20,158
+666
| +3% | +$72.5K | 1.05% | 40 |
|
|
2018
Q3 | $2.38M | Buy |
19,492
+758
| +4% | +$92.7K | 1.05% | 33 |
|
|
2018
Q2 | $2.37M | Buy |
18,734
+341
| +2% | +$43.1K | 1.16% | 31 |
|
|
2018
Q1 | $2.1M | Sell |
18,393
-257
| -1% | -$29.3K | 1.1% | 34 |
|
|
2017
Q4 | $2.34M | Sell |
18,650
-856
| -4% | -$107K | 1.26% | 31 |
|
|
2017
Q3 | $2.29M | Buy |
19,506
+696
| +4% | +$81.8K | 1.28% | 28 |
|
|
2017
Q2 | $1.96M | Buy |
18,810
+278
| +2% | +$29K | 1.19% | 34 |
|
|
2017
Q1 | $1.99M | Buy |
18,532
+2,173
| +13% | +$233K | 1.32% | 29 |
|
|
2016
Q4 | $1.93M | Buy |
+16,359
| New | +$1.93M | 1.54% | 15 |
|