RWM
RKL Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
29,423
+159
| +0.5% | +$22.8K | 0.37% | 36 |
|
|
2025
Q1 | $4.9M | Sell |
29,264
-5,201
| -15% | -$870K | 0.46% | 34 |
|
|
2024
Q4 | $4.99M | Buy |
34,465
+10,293
| +43% | +$1.49M | 0.44% | 35 |
|
|
2024
Q3 | $3.56M | Buy |
24,172
+534
| +2% | +$78.6K | 0.32% | 45 |
|
|
2024
Q2 | $3.7M | Buy |
23,638
+321
| +1% | +$50.2K | 0.36% | 40 |
|
|
2024
Q1 | $3.68M | Sell |
23,317
-189
| -0.8% | -$29.8K | 0.36% | 41 |
|
|
2023
Q4 | $3.51M | Buy |
23,506
+343
| +1% | +$51.2K | 0.38% | 42 |
|
|
2023
Q3 | $3.91M | Buy |
23,163
+483
| +2% | +$81.4K | 0.48% | 35 |
|
|
2023
Q2 | $3.57M | Sell |
22,680
-162
| -0.7% | -$25.5K | 0.42% | 39 |
|
|
2023
Q1 | $3.73M | Sell |
22,842
-703
| -3% | -$115K | 0.47% | 36 |
|
|
2022
Q4 | $4.23M | Sell |
23,545
-437
| -2% | -$78.4K | 0.57% | 33 |
|
|
2022
Q3 | $3.45M | Sell |
23,982
-21
| -0.1% | -$3.02K | 0.5% | 36 |
|
|
2022
Q2 | $3.48M | Buy |
24,003
+78
| +0.3% | +$11.3K | 0.48% | 37 |
|
|
2022
Q1 | $3.9M | Buy |
23,925
+1,137
| +5% | +$185K | 0.47% | 39 |
|
|
2021
Q4 | $2.67M | Buy |
22,788
+285
| +1% | +$33.4K | 0.32% | 44 |
|
|
2021
Q3 | $2.28M | Sell |
22,503
-696
| -3% | -$70.6K | 0.29% | 50 |
|
|
2021
Q2 | $2.43M | Sell |
23,199
-749
| -3% | -$78.5K | 0.31% | 48 |
|
|
2021
Q1 | $2.51M | Sell |
23,948
-3,386
| -12% | -$355K | 0.34% | 43 |
|
|
2020
Q4 | $2.31M | Sell |
27,334
-2,489
| -8% | -$210K | 0.32% | 45 |
|
|
2020
Q3 | $2.15M | Sell |
29,823
-1,941
| -6% | -$140K | 0.34% | 44 |
|
|
2020
Q2 | $2.83M | Buy |
31,764
+354
| +1% | +$31.6K | 0.49% | 38 |
|
|
2020
Q1 | $2.28M | Sell |
31,410
-4,278
| -12% | -$310K | 0.48% | 39 |
|
|
2019
Q4 | $4.3M | Sell |
35,688
-380
| -1% | -$45.8K | 0.77% | 33 |
|
|
2019
Q3 | $4.29M | Buy |
36,068
+51
| +0.1% | +$6.06K | 0.82% | 33 |
|
|
2019
Q2 | $4.48M | Sell |
36,017
-794
| -2% | -$98.8K | 0.83% | 33 |
|
|
2019
Q1 | $4.54M | Sell |
36,811
-183
| -0.5% | -$22.6K | 0.89% | 31 |
|
|
2018
Q4 | $4.03M | Sell |
36,994
-851
| -2% | -$92.6K | 0.93% | 30 |
|
|
2018
Q3 | $4.62M | Sell |
37,845
-1,323
| -3% | -$162K | 0.98% | 27 |
|
|
2018
Q2 | $4.96M | Sell |
39,168
-1,528
| -4% | -$193K | 1.12% | 23 |
|
|
2018
Q1 | $4.64M | Sell |
40,696
-2,419
| -6% | -$276K | 1.1% | 24 |
|
|
2017
Q4 | $5.41M | Sell |
43,115
-4,199
| -9% | -$527K | 1.34% | 21 |
|
|
2017
Q3 | $5.58M | Sell |
47,314
-2,547
| -5% | -$300K | 1.57% | 20 |
|
|
2017
Q2 | $5.2M | Sell |
49,861
-3,219
| -6% | -$336K | 1.65% | 19 |
|
|
2017
Q1 | $5.7M | Sell |
53,080
-3,455
| -6% | -$371K | 2.29% | 16 |
|
|
2016
Q4 | $6.65M | Sell |
56,535
-2,576
| -4% | -$303K | 3.21% | 6 |
|
|
2016
Q3 | $6.08M | Buy |
59,111
+3,411
| +6% | +$351K | 3.07% | 12 |
|
|
2016
Q2 | $5.82M | Buy |
55,700
+3,629
| +7% | +$379K | 3.02% | 14 |
|
|
2016
Q1 | $4.97M | Buy |
52,071
+10,225
| +24% | +$976K | 2.85% | 21 |
|
|
2015
Q4 | $3.77K | Buy |
41,846
+4,647
| +12% | +$419 | 1.75% | 23 |
|
|
2015
Q3 | $2.93M | Sell |
37,199
-10,249
| -22% | -$808K | 1.85% | 25 |
|
|
2015
Q2 | $4.58M | Buy |
47,448
+2,744
| +6% | +$265K | 2.74% | 18 |
|
|
2015
Q1 | $4.69M | Buy |
44,704
+3,859
| +9% | +$405K | 2.84% | 17 |
|
|
2014
Q4 | $4.58M | Sell |
40,845
-610
| -1% | -$68.4K | 2.99% | 15 |
|
|
2014
Q3 | $4.95M | Sell |
41,455
-409
| -1% | -$48.8K | 3.45% | 7 |
|
|
2014
Q2 | $5.47M | Buy |
41,864
+169
| +0.4% | +$22.1K | 4% | 7 |
|
|
2014
Q1 | $4.96M | Buy |
+41,695
| New | +$4.96M | 3.75% | 8 |
|