SWS
SYSTM Wealth Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,834
| Closed | -$756K | – | 224 |
|
|
2024
Q2 | $756K | Sell |
4,834
-5,653
| -54% | -$884K | 0.17% | 126 |
|
|
2024
Q1 | $1.65M | Sell |
10,487
-1,099
| -9% | -$173K | 0.21% | 139 |
|
|
2023
Q4 | $1.73M | Sell |
11,586
-1,026
| -8% | -$153K | 0.24% | 122 |
|
|
2023
Q3 | $2.13M | Sell |
12,612
-11,435
| -48% | -$1.93M | 0.33% | 78 |
|
|
2023
Q2 | $3.78M | Buy |
24,047
+3,209
| +15% | +$505K | 0.51% | 46 |
|
|
2023
Q1 | $3.4M | Sell |
20,838
-2,165
| -9% | -$353K | 0.52% | 46 |
|
|
2022
Q4 | $4.13M | Buy |
+23,003
| New | +$4.13M | 0.51% | 47 |
|