MSWM
Mowery & Schoenfeld Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
750
+70
| +10% | +$10K | 0.16% | 72 |
|
|
2025
Q1 | $114K | Sell |
680
-42
| -6% | -$7.03K | 0.22% | 74 |
|
|
2024
Q4 | $105K | Buy |
722
+271
| +60% | +$39.3K | 0.2% | 67 |
|
|
2024
Q3 | $66.4K | Buy |
451
+66
| +17% | +$9.72K | 0.1% | 82 |
|
|
2024
Q2 | $60.2K | Hold |
385
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $60.7K | Sell |
385
-45
| -10% | -$7.1K | 0.12% | 70 |
|
|
2023
Q4 | $64.1K | Buy |
+430
| New | +$64.1K | 0.13% | 66 |
|