RWB
RMR Wealth Builders’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
21,598
+1,534
| +8% | +$220K | 0.28% | 47 |
|
|
2025
Q1 | $3.36M | Buy |
20,064
+1,969
| +11% | +$329K | 0.35% | 38 |
|
|
2024
Q4 | $2.62M | Buy |
18,095
+391
| +2% | +$56.6K | 0.27% | 51 |
|
|
2024
Q3 | $2.61M | Buy |
17,704
+344
| +2% | +$50.7K | 0.28% | 46 |
|
|
2024
Q2 | $2.72M | Sell |
17,360
-1,378
| -7% | -$216K | 0.31% | 41 |
|
|
2024
Q1 | $2.96M | Buy |
18,738
+3,367
| +22% | +$531K | 0.36% | 40 |
|
|
2023
Q4 | $2.29M | Buy |
15,371
+536
| +4% | +$80K | 0.32% | 41 |
|
|
2023
Q3 | $2.5M | Buy |
14,835
+3,584
| +32% | +$604K | 0.4% | 36 |
|
|
2023
Q2 | $1.77M | Buy |
11,251
+1,065
| +10% | +$168K | 0.3% | 40 |
|
|
2023
Q1 | $1.66M | Buy |
10,186
+748
| +8% | +$122K | 0.32% | 40 |
|
|
2022
Q4 | $1.69M | Buy |
9,438
+673
| +8% | +$121K | 0.38% | 35 |
|
|
2022
Q3 | $1.26M | Buy |
8,765
+111
| +1% | +$15.9K | 0.31% | 39 |
|
|
2022
Q2 | $1.25M | Buy |
8,654
+2,864
| +49% | +$415K | 0.31% | 44 |
|
|
2022
Q1 | $943K | Buy |
5,790
+629
| +12% | +$102K | 0.2% | 69 |
|
|
2021
Q4 | $606K | Sell |
5,161
-1,715
| -25% | -$201K | 0.17% | 61 |
|
|
2021
Q3 | $698K | Buy |
6,876
+312
| +5% | +$31.7K | 0.2% | 73 |
|
|
2021
Q2 | $687K | Sell |
6,564
-543
| -8% | -$56.8K | 0.23% | 72 |
|
|
2021
Q1 | $745K | Buy |
7,107
+1,816
| +34% | +$190K | 0.19% | 74 |
|
|
2020
Q4 | $447K | Sell |
5,291
-2,830
| -35% | -$239K | 0.22% | 82 |
|
|
2020
Q3 | $585K | Buy |
8,121
+2,657
| +49% | +$191K | 0.15% | 105 |
|
|
2020
Q2 | $487K | Buy |
+5,464
| New | +$487K | 0.43% | 53 |
|
|
2019
Q4 | $535K | Buy |
+4,443
| New | +$535K | 0.52% | 46 |
|