RWM
Ritholtz Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
31,876
+3,449
| +12% | +$494K | 0.1% | 122 |
|
|
2025
Q1 | $4.76M | Buy |
28,427
+7,017
| +33% | +$1.17M | 0.14% | 98 |
|
|
2024
Q4 | $3.1M | Buy |
21,410
+1,816
| +9% | +$263K | 0.09% | 144 |
|
|
2024
Q3 | $2.89M | Sell |
19,594
-1,487
| -7% | -$219K | 0.09% | 161 |
|
|
2024
Q2 | $3.3M | Sell |
21,081
-992
| -4% | -$155K | 0.11% | 123 |
|
|
2024
Q1 | $3.48M | Sell |
22,073
-2,049
| -8% | -$323K | 0.12% | 117 |
|
|
2023
Q4 | $3.6M | Sell |
24,122
-3,724
| -13% | -$555K | 0.14% | 89 |
|
|
2023
Q3 | $4.7M | Buy |
27,846
+366
| +1% | +$61.7K | 0.21% | 59 |
|
|
2023
Q2 | $4.32M | Buy |
27,480
+592
| +2% | +$93.2K | 0.19% | 65 |
|
|
2023
Q1 | $4.39M | Buy |
26,888
+41
| +0.2% | +$6.69K | 0.22% | 62 |
|
|
2022
Q4 | $4.82M | Sell |
26,847
-13,442
| -33% | -$2.41M | 0.27% | 57 |
|
|
2022
Q3 | $5.79M | Buy |
40,289
+15,104
| +60% | +$2.17M | 0.31% | 34 |
|
|
2022
Q2 | $3.65M | Buy |
25,185
+2,008
| +9% | +$291K | 0.23% | 53 |
|
|
2022
Q1 | $3.77M | Buy |
23,177
+3,915
| +20% | +$637K | 0.26% | 42 |
|
|
2021
Q4 | $2.26M | Sell |
19,262
-309
| -2% | -$36.3K | 0.14% | 71 |
|
|
2021
Q3 | $1.99M | Buy |
19,571
+764
| +4% | +$77.5K | 0.14% | 76 |
|
|
2021
Q2 | $1.97M | Buy |
18,807
+2,123
| +13% | +$222K | 0.14% | 74 |
|
|
2021
Q1 | $1.75M | Buy |
16,684
+5,815
| +54% | +$609K | 0.15% | 69 |
|
|
2020
Q4 | $918K | Buy |
10,869
+1,749
| +19% | +$148K | 0.09% | 99 |
|
|
2020
Q3 | $657K | Sell |
9,120
-77
| -0.8% | -$5.55K | 0.07% | 107 |
|
|
2020
Q2 | $821K | Buy |
9,197
+2,668
| +41% | +$238K | 0.11% | 77 |
|
|
2020
Q1 | $473K | Sell |
6,529
-1,309
| -17% | -$94.8K | 0.08% | 78 |
|
|
2019
Q4 | $945K | Sell |
7,838
-677
| -8% | -$81.6K | 0.14% | 55 |
|
|
2019
Q3 | $1.01M | Buy |
8,515
+942
| +12% | +$112K | 0.16% | 50 |
|
|
2019
Q2 | $942K | Buy |
7,573
+832
| +12% | +$103K | 0.16% | 47 |
|
|
2019
Q1 | $830K | Sell |
6,741
-3,741
| -36% | -$461K | 0.15% | 49 |
|
|
2018
Q4 | $1.14M | Buy |
10,482
+5
| +0% | +$544 | 0.26% | 37 |
|
|
2018
Q3 | $1.28M | Sell |
10,477
-510
| -5% | -$62.4K | 0.32% | 26 |
|
|
2018
Q2 | $1.39M | Sell |
10,987
-583
| -5% | -$73.7K | 0.38% | 23 |
|
|
2018
Q1 | $1.32M | Sell |
11,570
-5,856
| -34% | -$668K | 0.38% | 23 |
|
|
2017
Q4 | $2.18M | Buy |
17,426
+15,625
| +868% | +$1.96M | 0.65% | 20 |
|
|
2017
Q3 | $212K | Buy |
+1,801
| New | +$212K | 0.08% | 73 |
|