UW
Unique Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
5,031
-81
| -2% | -$11.6K | 0.12% | 94 |
|
|
2025
Q1 | $855K | Buy |
5,112
+2,903
| +131% | +$486K | 0.16% | 82 |
|
|
2024
Q4 | $320K | Buy |
2,209
+610
| +38% | +$88.4K | 0.07% | 112 |
|
|
2024
Q3 | $236K | Sell |
1,599
-14
| -0.9% | -$2.06K | 0.05% | 106 |
|
|
2024
Q2 | $252K | Buy |
1,613
+24
| +2% | +$3.75K | 0.07% | 85 |
|
|
2024
Q1 | $251K | Sell |
1,589
-80
| -5% | -$12.6K | 0.07% | 81 |
|
|
2023
Q4 | $249K | Buy |
1,669
+101
| +6% | +$15.1K | 0.08% | 76 |
|
|
2023
Q3 | $264K | Hold |
1,568
| – | – | 0.11% | 70 |
|
|
2023
Q2 | $247K | Buy |
1,568
+24
| +2% | +$3.78K | 0.11% | 68 |
|
|
2023
Q1 | $252K | Sell |
1,544
-36
| -2% | -$5.87K | 0.12% | 51 |
|
|
2022
Q4 | $284K | Buy |
+1,580
| New | +$284K | 0.15% | 47 |
|