PPWP
Proquility Private Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.31M | Buy |
13,792
+1,611
| +13% | +$270K | 0.71% | 46 |
|
|
2024
Q4 | $1.76M | Sell |
12,181
-1,578
| -11% | -$229K | 0.57% | 51 |
|
|
2024
Q3 | $2.03M | Buy |
13,759
+1,847
| +16% | +$272K | 0.65% | 46 |
|
|
2024
Q2 | $1.86M | Buy |
11,912
+170
| +1% | +$26.6K | 0.64% | 47 |
|
|
2024
Q1 | $1.85M | Buy |
11,742
+1,808
| +18% | +$285K | 0.63% | 47 |
|
|
2023
Q4 | $1.48M | Sell |
9,934
-472
| -5% | -$70.4K | 0.56% | 53 |
|
|
2023
Q3 | $1.75M | Sell |
10,406
-19
| -0.2% | -$3.2K | 0.72% | 42 |
|
|
2023
Q2 | $1.64M | Buy |
10,425
+20
| +0.2% | +$3.15K | 0.64% | 51 |
|
|
2023
Q1 | $1.7M | Sell |
10,405
-2,791
| -21% | -$455K | 0.67% | 50 |
|
|
2022
Q4 | $2.37M | Buy |
13,196
+113
| +0.9% | +$20.3K | 0.97% | 36 |
|
|
2022
Q3 | $1.88M | Sell |
13,083
-113
| -0.9% | -$16.2K | 0.87% | 45 |
|
|
2022
Q2 | $1.91M | Sell |
13,196
-36
| -0.3% | -$5.21K | 0.82% | 45 |
|
|
2022
Q1 | $2.18M | Sell |
13,232
-789
| -6% | -$130K | 0.91% | 40 |
|
|
2021
Q4 | $1.91M | Sell |
14,021
-1,975
| -12% | -$269K | 0.67% | 51 |
|
|
2021
Q3 | $1.62M | Buy |
15,996
+489
| +3% | +$49.6K | 0.61% | 57 |
|
|
2021
Q2 | $1.62M | Buy |
15,507
+565
| +4% | +$59.2K | 0.61% | 58 |
|
|
2021
Q1 | $1.57M | Buy |
14,942
+8,737
| +141% | +$916K | 0.62% | 57 |
|
|
2020
Q4 | $524K | Buy |
+6,205
| New | +$524K | 0.24% | 72 |
|