PGWM
Parisi Gray Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,416
-303
| -11% | -$43.4K | 0.1% | 90 |
|
|
2025
Q1 | $455K | Buy |
2,719
+284
| +12% | +$47.5K | 0.15% | 80 |
|
|
2024
Q4 | $353K | Buy |
2,435
+130
| +6% | +$18.8K | 0.11% | 84 |
|
|
2024
Q3 | $339K | Sell |
2,305
-284
| -11% | -$41.8K | 0.11% | 85 |
|
|
2024
Q2 | $405K | Buy |
2,589
+110
| +4% | +$17.2K | 0.15% | 80 |
|
|
2024
Q1 | $391K | Buy |
2,479
+495
| +25% | +$78.1K | 0.15% | 80 |
|
|
2023
Q4 | $296K | Sell |
1,984
-108
| -5% | -$16.1K | 0.12% | 83 |
|
|
2023
Q3 | $353K | Buy |
2,092
+717
| +52% | +$121K | 0.16% | 78 |
|
|
2023
Q2 | $224K | Hold |
1,375
| – | – | 0.1% | 94 |
|
|
2023
Q1 | $224K | Buy |
1,375
+59
| +4% | +$9.63K | 0.14% | 76 |
|
|
2022
Q4 | $236K | Buy |
+1,316
| New | +$236K | 0.12% | 92 |
|
|
2021
Q3 | – | Sell |
-759
| Closed | -$80K | – | 232 |
|
|
2021
Q2 | $80K | Buy |
+759
| New | +$80K | 0.03% | 240 |
|
|
2020
Q4 | – | Sell |
-2,816
| Closed | -$203K | – | 121 |
|
|
2020
Q3 | $203K | Sell |
2,816
-7,553
| -73% | -$544K | 0.11% | 106 |
|
|
2020
Q2 | $925K | Buy |
10,369
+137
| +1% | +$12.2K | 0.53% | 43 |
|
|
2020
Q1 | $741K | Sell |
10,232
-60
| -0.6% | -$4.35K | 0.52% | 43 |
|
|
2019
Q4 | $1.24M | Sell |
10,292
-459
| -4% | -$55.3K | 0.7% | 38 |
|
|
2019
Q3 | $1.28M | Buy |
10,751
+96
| +0.9% | +$11.4K | 0.85% | 32 |
|
|
2019
Q2 | $1.33M | Buy |
10,655
+96
| +0.9% | +$11.9K | 0.9% | 29 |
|
|
2019
Q1 | $1.3M | Buy |
10,559
+123
| +1% | +$15.2K | 0.83% | 29 |
|
|
2018
Q4 | $1.13M | Buy |
10,436
+44
| +0.4% | +$4.78K | 0.77% | 30 |
|
|
2018
Q3 | $1.27M | Buy |
10,392
+386
| +4% | +$47.3K | 0.78% | 29 |
|
|
2018
Q2 | $1.24M | Buy |
10,006
+277
| +3% | +$34.4K | 0.83% | 27 |
|
|
2018
Q1 | $1.12M | Hold |
9,729
| – | – | 0.86% | 23 |
|
|
2017
Q4 | $1.24M | Buy |
+9,729
| New | +$1.24M | 0.93% | 25 |
|