WDG
Wealth Dimensions Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
7,722
+579
| +8% | +$82.9K | 0.24% | 54 |
|
|
2025
Q1 | $1.19M | Buy |
7,143
+942
| +15% | +$158K | 0.29% | 46 |
|
|
2024
Q4 | $898K | Buy |
6,201
+208
| +3% | +$30.1K | 0.22% | 59 |
|
|
2024
Q3 | $883K | Buy |
5,993
+702
| +13% | +$103K | 0.22% | 55 |
|
|
2024
Q2 | $828K | Sell |
5,291
-31
| -0.6% | -$4.85K | 0.24% | 51 |
|
|
2024
Q1 | $840K | Sell |
5,322
-210
| -4% | -$33.1K | 0.25% | 49 |
|
|
2023
Q4 | $825K | Buy |
5,532
+82
| +2% | +$12.2K | 0.26% | 48 |
|
|
2023
Q3 | $919K | Buy |
5,450
+18
| +0.3% | +$3.04K | 0.33% | 42 |
|
|
2023
Q2 | $855K | Sell |
5,432
-124
| -2% | -$19.5K | 0.31% | 44 |
|
|
2023
Q1 | $907K | Sell |
5,556
-1,666
| -23% | -$272K | 0.35% | 41 |
|
|
2022
Q4 | $1.3M | Buy |
7,222
+139
| +2% | +$24.9K | 0.53% | 32 |
|
|
2022
Q3 | $1.02M | Buy |
7,083
+27
| +0.4% | +$3.88K | 0.5% | 31 |
|
|
2022
Q2 | $1.02M | Sell |
7,056
-126
| -2% | -$18.3K | 0.49% | 31 |
|
|
2022
Q1 | $1.17M | Buy |
7,182
+539
| +8% | +$87.7K | 0.54% | 30 |
|
|
2021
Q4 | $780K | Buy |
6,643
+231
| +4% | +$27.1K | 0.38% | 45 |
|
|
2021
Q3 | $650K | Buy |
6,412
+2,699
| +73% | +$274K | 0.42% | 46 |
|
|
2021
Q2 | $389K | Buy |
3,713
+817
| +28% | +$85.6K | 0.26% | 78 |
|
|
2021
Q1 | $303K | Buy |
2,896
+74
| +3% | +$7.74K | 0.24% | 85 |
|
|
2020
Q4 | $238K | Buy |
+2,822
| New | +$238K | 0.21% | 93 |
|