RLWM
RF&L Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,640
-85
| -5% | -$12.2K | 0.15% | 57 |
|
|
2025
Q1 | $289K | Hold |
1,725
| – | – | 0.21% | 50 |
|
|
2024
Q4 | $250K | Hold |
1,725
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $254K | Hold |
1,725
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $270K | Hold |
1,725
| – | – | 0.21% | 49 |
|
|
2024
Q1 | $272K | Buy |
1,725
+25
| +1% | +$3.94K | 0.21% | 49 |
|
|
2023
Q4 | $254K | Hold |
1,700
| – | – | 0.21% | 51 |
|
|
2023
Q3 | $287K | Hold |
1,700
| – | – | 0.27% | 49 |
|
|
2023
Q2 | $267K | Hold |
1,700
| – | – | 0.24% | 48 |
|
|
2023
Q1 | $277K | Hold |
1,700
| – | – | 0.27% | 48 |
|
|
2022
Q4 | $305K | Buy |
+1,700
| New | +$305K | 0.31% | 43 |
|