MRWM
ML&R Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $887K | Buy |
5,620
+1,239
| +28% | +$195K | 0.2% | 29 |
|
|
2023
Q4 | $653K | Buy |
4,381
+1,284
| +41% | +$192K | 0.15% | 38 |
|
|
2023
Q3 | $522K | Sell |
3,097
-20,066
| -87% | -$3.38M | 0.14% | 37 |
|
|
2023
Q2 | $3.64M | Buy |
23,163
+20,650
| +822% | +$3.25M | 0.8% | 17 |
|
|
2023
Q1 | $410K | Buy |
2,513
+579
| +30% | +$94.5K | 0.11% | 43 |
|
|
2022
Q4 | $347K | Buy |
1,934
+19
| +1% | +$3.41K | 0.1% | 38 |
|
|
2022
Q3 | $275K | Buy |
1,915
+17
| +0.9% | +$2.44K | 0.09% | 52 |
|
|
2022
Q2 | $275K | Buy |
1,898
+445
| +31% | +$64.5K | 0.12% | 39 |
|
|
2022
Q1 | $237K | Sell |
1,453
-273
| -16% | -$44.5K | 0.09% | 42 |
|
|
2021
Q4 | $203K | Buy |
+1,726
| New | +$203K | 0.08% | 48 |
|