RWM
Revisor Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
3,780
+235
| +7% | +$36.3K | 0.21% | 109 |
|
|
2025
Q1 | $593K | Buy |
3,545
+1,567
| +79% | +$262K | 0.26% | 77 |
|
|
2024
Q4 | $289K | Sell |
1,978
-1,001
| -34% | -$146K | 0.27% | 77 |
|
|
2024
Q3 | $439K | Buy |
2,979
+127
| +4% | +$18.7K | 0.27% | 80 |
|
|
2024
Q2 | $446K | Sell |
2,852
-1,928
| -40% | -$302K | 0.31% | 66 |
|
|
2024
Q1 | $734K | Buy |
4,780
+2,135
| +81% | +$328K | 0.33% | 67 |
|
|
2023
Q4 | $394K | Sell |
2,645
-2,315
| -47% | -$345K | 0.45% | 47 |
|
|
2023
Q3 | $836K | Buy |
4,960
+3,224
| +186% | +$544K | 0.71% | 29 |
|
|
2023
Q2 | $273K | Buy |
1,736
+45
| +3% | +$7.08K | 0.25% | 123 |
|
|
2023
Q1 | $276K | Buy |
+1,691
| New | +$276K | 0.25% | 116 |
|