WFS
Walker Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
1,708
-31
| -2% | -$4.44K | 0.11% | 32 |
|
|
2025
Q1 | $291K | Sell |
1,739
-333
| -16% | -$55.7K | 0.15% | 23 |
|
|
2024
Q4 | $300K | Buy |
2,072
+19
| +0.9% | +$2.75K | 0.17% | 22 |
|
|
2024
Q3 | $302K | Buy |
2,053
+213
| +12% | +$31.4K | 0.2% | 23 |
|
|
2024
Q2 | $288K | Buy |
1,840
+90
| +5% | +$14.1K | 0.23% | 21 |
|
|
2024
Q1 | $276K | Buy |
1,750
+9
| +0.5% | +$1.42K | 0.23% | 22 |
|
|
2023
Q4 | $260K | Buy |
1,741
+254
| +17% | +$37.9K | 0.27% | 21 |
|
|
2023
Q3 | $251K | Sell |
1,487
-97
| -6% | -$16.4K | 0.24% | 21 |
|
|
2023
Q2 | $249K | Buy |
1,584
+17
| +1% | +$2.68K | 0.25% | 22 |
|
|
2023
Q1 | $256K | Hold |
1,567
| – | – | 0.26% | 21 |
|
|
2022
Q4 | $256K | Buy |
+1,567
| New | +$256K | 0.26% | 21 |
|
|
2022
Q2 | – | Sell |
-1,248
| Closed | -$203K | – | 27 |
|
|
2022
Q1 | $203K | Buy |
+1,248
| New | +$203K | 0.19% | 25 |
|