WE
Wealth Effects’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
15,317
+57
| +0.4% | +$8.16K | 0.82% | 24 |
|
|
2025
Q1 | $2.55M | Sell |
15,260
-55
| -0.4% | -$9.2K | 1.07% | 15 |
|
|
2024
Q4 | $2.22M | Buy |
15,315
+19
| +0.1% | +$2.75K | 0.79% | 24 |
|
|
2024
Q3 | $2.25M | Sell |
15,296
-244
| -2% | -$35.9K | 0.79% | 25 |
|
|
2024
Q2 | $2.43M | Buy |
15,540
+30
| +0.2% | +$4.69K | 0.88% | 15 |
|
|
2024
Q1 | $2.45M | Sell |
15,510
-1,485
| -9% | -$234K | 0.9% | 15 |
|
|
2023
Q4 | $2.54M | Buy |
16,995
+5,026
| +42% | +$750K | 0.95% | 16 |
|
|
2023
Q3 | $2.02M | Sell |
11,969
-33
| -0.3% | -$5.56K | 1% | 14 |
|
|
2023
Q2 | $1.89M | Sell |
12,002
-506
| -4% | -$79.6K | 0.83% | 17 |
|
|
2023
Q1 | $2.04M | Sell |
12,508
-1,381
| -10% | -$225K | 1.05% | 17 |
|
|
2022
Q4 | $2.49M | Sell |
13,889
-558
| -4% | -$100K | 1.42% | 12 |
|
|
2022
Q3 | $2.08M | Sell |
14,447
-1,780
| -11% | -$256K | 1.27% | 14 |
|
|
2022
Q2 | $2.35M | Buy |
16,227
+121
| +0.8% | +$17.5K | 1.41% | 13 |
|
|
2022
Q1 | $2.62M | Buy |
16,106
+82
| +0.5% | +$13.4K | 1.22% | 14 |
|
|
2021
Q4 | $1.88M | Buy |
+16,024
| New | +$1.88M | 0.78% | 24 |
|