OBWP
O'Brien Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.8K | Sell |
676
-108
| -14% | -$15.5K | 0.02% | 61 |
|
|
2025
Q1 | $131K | Sell |
784
-83
| -10% | -$13.9K | 0.02% | 51 |
|
|
2024
Q4 | $126K | Sell |
867
-190
| -18% | -$27.5K | 0.02% | 52 |
|
|
2024
Q3 | $156K | Sell |
1,057
-15
| -1% | -$2.21K | 0.03% | 48 |
|
|
2024
Q2 | $168K | Hold |
1,072
| – | – | 0.04% | 44 |
|
|
2024
Q1 | $169K | Sell |
1,072
-200
| -16% | -$31.5K | 0.04% | 45 |
|
|
2023
Q4 | $190K | Buy |
1,272
+159
| +14% | +$23.7K | 0.05% | 43 |
|
|
2023
Q3 | $188K | Hold |
1,113
| – | – | 0.05% | 42 |
|
|
2023
Q2 | $175K | Sell |
1,113
-196
| -15% | -$30.8K | 0.05% | 44 |
|
|
2023
Q1 | $214K | Sell |
1,309
-47
| -3% | -$7.67K | 0.07% | 41 |
|
|
2022
Q4 | $243K | Sell |
1,356
-249
| -16% | -$44.7K | 0.1% | 38 |
|
|
2022
Q3 | $231K | Buy |
1,605
+22
| +1% | +$3.17K | 0.1% | 42 |
|
|
2022
Q2 | $229K | Buy |
1,583
+63
| +4% | +$9.11K | 0.1% | 45 |
|
|
2022
Q1 | $242K | Buy |
1,520
+174
| +13% | +$27.7K | 0.1% | 34 |
|
|
2021
Q4 | $184K | Buy |
1,346
+46
| +4% | +$6.29K | 0.06% | 41 |
|
|
2021
Q3 | $138K | Sell |
1,300
-913
| -41% | -$96.9K | 0.05% | 40 |
|
|
2021
Q2 | $231K | Buy |
2,213
+43
| +2% | +$4.49K | 0.08% | 39 |
|
|
2021
Q1 | $224K | Buy |
+2,170
| New | +$224K | 0.07% | 39 |
|
|
2020
Q1 | – | Sell |
-2,433
| Closed | -$293K | – | 32 |
|
|
2019
Q4 | $293K | Buy |
+2,433
| New | +$293K | 0.21% | 30 |
|
|
2018
Q4 | – | Sell |
-1,257
| Closed | -$154K | – | 87 |
|
|
2018
Q3 | $154K | Buy |
1,257
+1,229
| +4,389% | +$151K | 0.1% | 40 |
|
|
2018
Q2 | $4K | Sell |
28
-1,229
| -98% | -$176K | ﹤0.01% | 73 |
|
|
2018
Q1 | $143K | Buy |
+1,257
| New | +$143K | 0.1% | 35 |
|