MWM
Modera Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
30,802
-347
| -1% | -$49.7K | 0.05% | 192 |
|
|
2025
Q1 | $5.21M | Buy |
31,149
+414
| +1% | +$69.3K | 0.07% | 171 |
|
|
2024
Q4 | $4.45M | Buy |
30,735
+106
| +0.3% | +$15.4K | 0.05% | 186 |
|
|
2024
Q3 | $4.51M | Buy |
30,629
+1,600
| +6% | +$236K | 0.06% | 174 |
|
|
2024
Q2 | $4.54M | Buy |
29,029
+414
| +1% | +$64.8K | 0.07% | 161 |
|
|
2024
Q1 | $4.51M | Sell |
28,615
-1,086
| -4% | -$171K | 0.07% | 166 |
|
|
2023
Q4 | $4.43M | Sell |
29,701
-620
| -2% | -$92.5K | 0.07% | 162 |
|
|
2023
Q3 | $5.11M | Sell |
30,321
-906
| -3% | -$153K | 0.1% | 143 |
|
|
2023
Q2 | $4.91M | Buy |
31,227
+22,974
| +278% | +$3.61M | 0.09% | 149 |
|
|
2023
Q1 | $1.35M | Sell |
8,253
-128
| -2% | -$20.9K | 0.05% | 127 |
|
|
2022
Q4 | $1.5M | Sell |
8,381
-119
| -1% | -$21.4K | 0.06% | 111 |
|
|
2022
Q3 | $1.22M | Sell |
8,500
-595
| -7% | -$85.5K | 0.06% | 119 |
|
|
2022
Q2 | $1.32M | Buy |
9,095
+127
| +1% | +$18.4K | 0.06% | 121 |
|
|
2022
Q1 | $1.46M | Buy |
8,968
+883
| +11% | +$144K | 0.06% | 125 |
|
|
2021
Q4 | $949K | Buy |
8,085
+1,873
| +30% | +$220K | 0.04% | 181 |
|
|
2021
Q3 | $630K | Buy |
6,212
+420
| +7% | +$42.6K | 0.03% | 138 |
|
|
2021
Q2 | $607K | Buy |
5,792
+12
| +0.2% | +$1.26K | 0.03% | 137 |
|
|
2021
Q1 | $606K | Sell |
5,780
-1,160
| -17% | -$122K | 0.04% | 127 |
|
|
2020
Q4 | $586K | Buy |
6,940
+3,108
| +81% | +$262K | 0.05% | 125 |
|
|
2020
Q3 | $276K | Sell |
3,832
-4,225
| -52% | -$304K | 0.04% | 129 |
|
|
2020
Q2 | $719K | Buy |
8,057
+30
| +0.4% | +$2.68K | 0.11% | 68 |
|
|
2020
Q1 | $582K | Buy |
8,027
+3,364
| +72% | +$244K | 0.12% | 73 |
|
|
2019
Q4 | $562K | Sell |
4,663
-371
| -7% | -$44.7K | 0.09% | 73 |
|
|
2019
Q3 | $597K | Hold |
5,034
| – | – | 0.1% | 67 |
|
|
2019
Q2 | $626K | Buy |
5,034
+855
| +20% | +$106K | 0.11% | 67 |
|
|
2019
Q1 | $515K | Sell |
4,179
-2,678
| -39% | -$330K | 0.1% | 72 |
|
|
2018
Q4 | $746K | Buy |
6,857
+30
| +0.4% | +$3.26K | 0.15% | 55 |
|
|
2018
Q3 | $835K | Buy |
6,827
+15
| +0.2% | +$1.84K | 0.17% | 56 |
|
|
2018
Q2 | $861K | Buy |
6,812
+3,267
| +92% | +$413K | 0.18% | 49 |
|
|
2018
Q1 | $404K | Buy |
3,545
+109
| +3% | +$12.4K | 0.08% | 78 |
|
|
2017
Q4 | $430K | Sell |
3,436
-269
| -7% | -$33.7K | 0.09% | 76 |
|
|
2017
Q3 | $435K | Sell |
3,705
-38
| -1% | -$4.46K | 0.1% | 75 |
|
|
2017
Q2 | $391K | Sell |
3,743
-272
| -7% | -$28.4K | 0.1% | 73 |
|
|
2017
Q1 | $431K | Buy |
4,015
+164
| +4% | +$17.6K | 0.11% | 70 |
|
|
2016
Q4 | $453K | Buy |
3,851
+1,546
| +67% | +$182K | 0.15% | 61 |
|
|
2016
Q3 | $237K | Buy |
2,305
+31
| +1% | +$3.19K | 0.08% | 94 |
|
|
2016
Q2 | $238K | Sell |
2,274
-421
| -16% | -$44.1K | 0.08% | 87 |
|
|
2016
Q1 | $257K | Buy |
+2,695
| New | +$257K | 0.09% | 92 |
|
|
2015
Q3 | – | Sell |
-2,185
| Closed | -$211K | – | 78 |
|
|
2015
Q2 | $211K | Buy |
2,185
+22
| +1% | +$2.12K | 0.08% | 80 |
|
|
2015
Q1 | $227K | Buy |
2,163
+72
| +3% | +$7.56K | 0.09% | 75 |
|
|
2014
Q4 | $235K | Sell |
2,091
-160
| -7% | -$18K | 0.09% | 74 |
|
|
2014
Q3 | $269K | Sell |
2,251
-151
| -6% | -$18K | 0.11% | 67 |
|
|
2014
Q2 | $314K | Buy |
2,402
+675
| +39% | +$88.2K | 0.14% | 47 |
|
|
2014
Q1 | $205K | Sell |
1,727
-2,678
| -61% | -$318K | 0.08% | 60 |
|
|
2013
Q4 | $550K | Buy |
4,405
+2,087
| +90% | +$261K | 0.21% | 41 |
|
|
2013
Q3 | $282K | Sell |
2,318
-33
| -1% | -$4.02K | 0.14% | 43 |
|
|
2013
Q2 | $278K | Buy |
+2,351
| New | +$278K | 0.14% | 42 |
|