OWM
Orgel Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,265
| Closed | -$532K | – | 65 |
|
|
2022
Q1 | $532K | Buy |
+3,265
| New | +$532K | 0.04% | 35 |
|
|
2018
Q1 | – | Sell |
-1,728
| Closed | -$216K | – | 42 |
|
|
2017
Q4 | $216K | Hold |
1,728
| – | – | 0.05% | 42 |
|
|
2017
Q3 | $203K | Sell |
1,728
-568
| -25% | -$66.7K | 0.07% | 31 |
|
|
2017
Q2 | $240K | Sell |
2,296
-50
| -2% | -$5.23K | 0.09% | 18 |
|
|
2017
Q1 | $252K | Buy |
2,346
+18
| +0.8% | +$1.93K | 0.11% | 19 |
|
|
2016
Q4 | $274K | Sell |
2,328
-262
| -10% | -$30.8K | 0.18% | 15 |
|
|
2016
Q3 | $267K | Buy |
2,590
+32
| +1% | +$3.3K | 0.18% | 15 |
|
|
2016
Q2 | $268K | Sell |
2,558
-433
| -14% | -$45.4K | 0.12% | 16 |
|
|
2016
Q1 | $285K | Buy |
2,991
+190
| +7% | +$18.1K | 0.18% | 13 |
|
|
2015
Q4 | $252K | Buy |
+2,801
| New | +$252K | 0.22% | 20 |
|