PWM
Prentice Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
3,846
+104
| +3% | +$14.9K | 0.14% | 71 |
|
|
2025
Q1 | $626K | Buy |
3,742
+138
| +4% | +$23.1K | 0.18% | 65 |
|
|
2024
Q4 | $522K | Buy |
3,604
+271
| +8% | +$39.3K | 0.15% | 78 |
|
|
2024
Q3 | $491K | Buy |
3,333
+225
| +7% | +$33.1K | 0.15% | 80 |
|
|
2024
Q2 | $486K | Sell |
3,108
-14
| -0.4% | -$2.19K | 0.16% | 80 |
|
|
2024
Q1 | $492K | Buy |
3,122
+203
| +7% | +$32K | 0.17% | 78 |
|
|
2023
Q4 | $435K | Buy |
2,919
+353
| +14% | +$52.7K | 0.17% | 74 |
|
|
2023
Q3 | $433K | Sell |
2,566
-56
| -2% | -$9.44K | 0.2% | 64 |
|
|
2023
Q2 | $413K | Buy |
2,622
+1,002
| +62% | +$158K | 0.19% | 71 |
|
|
2023
Q1 | $264K | Buy |
1,620
+226
| +16% | +$36.9K | 0.13% | 87 |
|
|
2022
Q4 | $250K | Buy |
+1,394
| New | +$250K | 0.13% | 87 |
|
|
2021
Q4 | – | Sell |
-1,051
| Closed | -$107K | – | 147 |
|
|
2021
Q3 | $107K | Hold |
1,051
| – | – | 0.05% | 137 |
|
|
2021
Q2 | $110K | Buy |
1,051
+309
| +42% | +$32.3K | 0.06% | 133 |
|
|
2021
Q1 | $78K | Buy |
+742
| New | +$78K | 0.04% | 148 |
|