MGWM
Marks Group Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,877
-137
| -7% | -$19.6K | 0.03% | 266 |
|
|
2025
Q1 | $337K | Buy |
2,014
+6
| +0.3% | +$1K | 0.03% | 269 |
|
|
2024
Q4 | $291K | Buy |
2,008
+5
| +0.2% | +$724 | 0.03% | 257 |
|
|
2024
Q3 | $295K | Sell |
2,003
-101
| -5% | -$14.9K | 0.03% | 259 |
|
|
2024
Q2 | $329K | Sell |
2,104
-44
| -2% | -$6.88K | 0.03% | 249 |
|
|
2024
Q1 | $339K | Buy |
2,148
+65
| +3% | +$10.3K | 0.04% | 253 |
|
|
2023
Q4 | $311K | Buy |
2,083
+106
| +5% | +$15.8K | 0.04% | 258 |
|
|
2023
Q3 | $333K | Buy |
1,977
+4
| +0.2% | +$675 | 0.04% | 234 |
|
|
2023
Q2 | $311K | Sell |
1,973
-46
| -2% | -$7.24K | 0.04% | 247 |
|
|
2023
Q1 | $329K | Buy |
2,019
+345
| +21% | +$56.3K | 0.04% | 243 |
|
|
2022
Q4 | $300K | Sell |
1,674
-66
| -4% | -$11.8K | 0.04% | 244 |
|
|
2022
Q3 | $250K | Buy |
1,740
+109
| +7% | +$15.7K | 0.04% | 247 |
|
|
2022
Q2 | $236K | Buy |
1,631
+168
| +11% | +$24.3K | 0.03% | 265 |
|
|
2022
Q1 | $239K | Buy |
+1,463
| New | +$239K | 0.03% | 280 |
|