OBWG
Onyx Bridge Wealth Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
11,215
-283
| -2% | -$40.5K | 0.21% | 82 |
|
|
2025
Q1 | $1.92M | Sell |
11,498
-26
| -0.2% | -$4.35K | 0.28% | 67 |
|
|
2024
Q4 | $1.67M | Sell |
11,524
-553
| -5% | -$80.1K | 0.24% | 76 |
|
|
2024
Q3 | $1.78M | Buy |
12,077
+13
| +0.1% | +$1.92K | 0.27% | 73 |
|
|
2024
Q2 | $1.89M | Sell |
12,064
-109
| -0.9% | -$17.1K | 0.31% | 64 |
|
|
2024
Q1 | $2.02M | Buy |
12,173
+208
| +2% | +$34.5K | 0.36% | 54 |
|
|
2023
Q4 | $1.78M | Sell |
11,965
-841
| -7% | -$125K | 0.36% | 47 |
|
|
2023
Q3 | $2.16M | Buy |
12,806
+265
| +2% | +$44.7K | 0.5% | 38 |
|
|
2023
Q2 | $1.97M | Buy |
12,541
+299
| +2% | +$47K | 0.47% | 44 |
|
|
2023
Q1 | $2M | Buy |
12,242
+477
| +4% | +$77.8K | 0.8% | 23 |
|
|
2022
Q4 | $2.08M | Buy |
11,765
+786
| +7% | +$139K | 0.84% | 21 |
|
|
2022
Q3 | $1.73M | Sell |
10,979
-963
| -8% | -$152K | 0.79% | 19 |
|
|
2022
Q2 | $1.72M | Buy |
11,942
+669
| +6% | +$96.5K | 0.77% | 18 |
|
|
2022
Q1 | $1.76M | Sell |
11,273
-247
| -2% | -$38.6K | 0.67% | 18 |
|
|
2021
Q4 | $1.37M | Buy |
11,520
+594
| +5% | +$70.8K | 0.46% | 23 |
|
|
2021
Q3 | $1.2M | Buy |
10,926
+1,422
| +15% | +$156K | 0.45% | 24 |
|
|
2021
Q2 | $937K | Buy |
9,504
+378
| +4% | +$37.3K | 0.41% | 27 |
|
|
2021
Q1 | $956K | Sell |
9,126
-266
| -3% | -$27.9K | 0.48% | 22 |
|
|
2020
Q4 | $793K | Buy |
+9,392
| New | +$793K | 0.52% | 24 |
|