MSWM
McGlone Suttner Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
5,418
-97
| -2% | -$13.9K | 0.12% | 88 |
|
|
2025
Q1 | $923K | Buy |
5,515
+1,181
| +27% | +$198K | 0.15% | 71 |
|
|
2024
Q4 | $628K | Sell |
4,334
-1,688
| -28% | -$245K | 0.1% | 84 |
|
|
2024
Q3 | $887K | Sell |
6,022
-2,488
| -29% | -$366K | 0.18% | 66 |
|
|
2024
Q2 | $1.27M | Sell |
8,510
-901
| -10% | -$134K | 0.26% | 41 |
|
|
2024
Q1 | $1.48M | Buy |
9,411
+901
| +11% | +$142K | 0.28% | 43 |
|
|
2023
Q4 | $1.27M | Buy |
8,510
+491
| +6% | +$73.2K | 0.25% | 41 |
|
|
2023
Q3 | $1.35M | Buy |
8,019
+206
| +3% | +$34.7K | 0.31% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
7,813
+180
| +2% | +$28.3K | 0.28% | 39 |
|
|
2023
Q1 | $1.25M | Buy |
7,633
+769
| +11% | +$126K | 0.32% | 36 |
|
|
2022
Q4 | $1.23M | Buy |
+6,864
| New | +$1.23M | 0.39% | 36 |
|