PWM
Power Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,122
| Closed | -$307K | – | 86 |
|
|
2024
Q4 | $307K | Sell |
2,122
-302
| -12% | -$43.7K | 0.13% | 76 |
|
|
2024
Q3 | $357K | Buy |
2,424
+261
| +12% | +$38.4K | 0.15% | 70 |
|
|
2024
Q2 | $338K | Sell |
2,163
-1,341
| -38% | -$210K | 0.16% | 78 |
|
|
2024
Q1 | $553K | Sell |
3,504
-209
| -6% | -$33K | 0.35% | 62 |
|
|
2023
Q4 | $554K | Buy |
+3,713
| New | +$554K | 0.38% | 53 |
|