RZH
Relyea Zuckerberg Hanson’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
4,748
-944
| -17% | -$135K | 0.08% | 123 |
|
|
2025
Q1 | $952K | Buy |
5,692
+333
| +6% | +$55.7K | 0.13% | 96 |
|
|
2024
Q4 | $776K | Buy |
5,359
+590
| +12% | +$85.5K | 0.1% | 108 |
|
|
2024
Q3 | $702K | Sell |
4,769
-566
| -11% | -$83.4K | 0.11% | 103 |
|
|
2024
Q2 | $834K | Buy |
5,335
+312
| +6% | +$48.8K | 0.14% | 85 |
|
|
2024
Q1 | $792K | Sell |
5,023
-85
| -2% | -$13.4K | 0.14% | 84 |
|
|
2023
Q4 | $762K | Sell |
5,108
-152
| -3% | -$22.7K | 0.15% | 84 |
|
|
2023
Q3 | $887K | Sell |
5,260
-67
| -1% | -$11.3K | 0.2% | 72 |
|
|
2023
Q2 | $838K | Sell |
5,327
-677
| -11% | -$107K | 0.19% | 76 |
|
|
2023
Q1 | $980K | Buy |
6,004
+1,711
| +40% | +$279K | 0.24% | 63 |
|
|
2022
Q4 | $771K | Buy |
4,293
+513
| +14% | +$92.1K | 0.22% | 67 |
|
|
2022
Q3 | $543K | Sell |
3,780
-5
| -0.1% | -$718 | 0.2% | 78 |
|
|
2022
Q2 | $548K | Buy |
3,785
+428
| +13% | +$62K | 0.2% | 76 |
|
|
2022
Q1 | $576K | Sell |
3,357
-76
| -2% | -$13K | 0.19% | 86 |
|
|
2021
Q4 | $436K | Buy |
3,433
+552
| +19% | +$70.1K | 0.16% | 99 |
|
|
2021
Q3 | $292K | Buy |
2,881
+159
| +6% | +$16.1K | 0.11% | 121 |
|
|
2021
Q2 | $285K | Buy |
2,722
+163
| +6% | +$17.1K | 0.12% | 104 |
|
|
2021
Q1 | $263K | Buy |
+2,559
| New | +$263K | 0.12% | 107 |
|
|
2020
Q3 | – | Sell |
-3,107
| Closed | -$277K | – | 117 |
|
|
2020
Q2 | $277K | Sell |
3,107
-1,495
| -32% | -$133K | 0.22% | 88 |
|
|
2020
Q1 | $333K | Sell |
4,602
-187
| -4% | -$13.5K | 0.36% | 68 |
|
|
2019
Q4 | $577K | Buy |
+4,789
| New | +$577K | 0.55% | 44 |
|