SPWM
Straight Path Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,044
| Closed | -$441K | – | 111 |
|
|
2024
Q4 | $441K | Hold |
3,044
| – | – | 0.17% | 57 |
|
|
2024
Q3 | $448K | Buy |
3,044
+62
| +2% | +$9.13K | 0.19% | 50 |
|
|
2024
Q2 | $466K | Sell |
2,982
-1
| -0% | -$156 | 0.24% | 45 |
|
|
2024
Q1 | $470K | Buy |
2,983
+192
| +7% | +$30.3K | 0.26% | 46 |
|
|
2023
Q4 | $416K | Buy |
2,791
+170
| +6% | +$25.4K | 0.24% | 50 |
|
|
2023
Q3 | $442K | Buy |
2,621
+100
| +4% | +$16.9K | 0.3% | 45 |
|
|
2023
Q2 | $397K | Buy |
2,521
+514
| +26% | +$80.9K | 0.27% | 47 |
|
|
2023
Q1 | $327K | Buy |
2,007
+7
| +0.4% | +$1.14K | 0.26% | 50 |
|
|
2022
Q4 | $359K | Hold |
2,000
| – | – | 0.34% | 43 |
|
|
2022
Q3 | $287K | Hold |
2,000
| – | – | 0.26% | 56 |
|
|
2022
Q2 | $290K | Hold |
2,000
| – | – | 0.28% | 50 |
|
|
2022
Q1 | $326K | Hold |
2,000
| – | – | 0.28% | 47 |
|
|
2021
Q4 | $235K | Buy |
+2,000
| New | +$235K | 0.2% | 65 |
|