OPPS
Obsidian Personal Planning Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,376
| Closed | -$205K | – | 107 |
|
|
2024
Q4 | $205K | Sell |
1,376
-273
| -17% | -$40.7K | 0.1% | 103 |
|
|
2024
Q3 | $245K | Sell |
1,649
-8
| -0.5% | -$1.19K | 0.13% | 79 |
|
|
2024
Q2 | $259K | Buy |
1,657
+8
| +0.5% | +$1.25K | 0.16% | 68 |
|
|
2024
Q1 | $266K | Buy |
+1,649
| New | +$266K | 0.17% | 66 |
|
|
2023
Q4 | – | Sell |
-1,212
| Closed | -$204K | – | 83 |
|
|
2023
Q3 | $204K | Buy |
+1,212
| New | +$204K | 0.17% | 76 |
|