Schwarz Dygos Wheeler Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
6,583
+194
| +3% | +$27.8K | 0.21% | 73 |
|
|
2025
Q1 | $1.07M | Buy |
6,389
+776
| +14% | +$130K | 0.25% | 63 |
|
|
2024
Q4 | $813K | Buy |
5,613
+1,250
| +29% | +$181K | 0.2% | 76 |
|
|
2024
Q3 | $643K | Buy |
4,363
+622
| +17% | +$91.6K | 0.16% | 93 |
|
|
2024
Q2 | $585K | Buy |
3,741
+35
| +0.9% | +$5.48K | 0.16% | 90 |
|
|
2024
Q1 | $585K | Buy |
3,706
+2,348
| +173% | +$370K | 0.16% | 91 |
|
|
2023
Q4 | $203K | Buy |
+1,358
| New | +$203K | 0.06% | 141 |
|