WIM
Warwick Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
2,899
-134
| -4% | -$19.2K | 0.08% | 73 |
|
|
2025
Q1 | $507K | Buy |
+3,033
| New | +$507K | 0.11% | 65 |
|
|
2024
Q3 | – | Sell |
-2,996
| Closed | -$469K | – | 97 |
|
|
2024
Q2 | $469K | Buy |
2,996
+127
| +4% | +$19.9K | 0.11% | 62 |
|
|
2024
Q1 | $452K | Buy |
2,869
+531
| +23% | +$83.7K | 0.11% | 61 |
|
|
2023
Q4 | $349K | Buy |
+2,338
| New | +$349K | 0.1% | 55 |
|
|
2023
Q1 | – | Sell |
-1,720
| Closed | -$309K | – | 73 |
|
|
2022
Q4 | $309K | Buy |
1,720
+2
| +0.1% | +$359 | 0.13% | 67 |
|
|
2022
Q3 | $247K | Buy |
1,718
+2
| +0.1% | +$288 | 0.15% | 36 |
|
|
2022
Q2 | $248K | Buy |
1,716
+2
| +0.1% | +$289 | 0.12% | 44 |
|
|
2022
Q1 | $279K | Buy |
+1,714
| New | +$279K | 0.12% | 43 |
|