WQ
Wealth Quarterback’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
9,324
+1,503
| +19% | +$215K | 0.63% | 37 |
|
|
2025
Q1 | $1.31M | Sell |
7,821
-1,103
| -12% | -$185K | 0.74% | 28 |
|
|
2024
Q4 | $1.29M | Buy |
8,924
+139
| +2% | +$20.1K | 0.61% | 30 |
|
|
2024
Q3 | $1.29M | Buy |
8,785
+698
| +9% | +$103K | 0.67% | 31 |
|
|
2024
Q2 | $1.27M | Sell |
8,087
-59
| -0.7% | -$9.23K | 0.72% | 25 |
|
|
2024
Q1 | $1.28M | Buy |
8,146
+1,190
| +17% | +$188K | 0.72% | 24 |
|
|
2023
Q4 | $1.04M | Buy |
6,956
+335
| +5% | +$50K | 0.63% | 27 |
|
|
2023
Q3 | $1.12M | Buy |
6,621
+477
| +8% | +$80.4K | 0.97% | 23 |
|
|
2023
Q2 | $967K | Sell |
6,144
-8
| -0.1% | -$1.26K | 0.67% | 28 |
|
|
2023
Q1 | $1M | Buy |
6,152
+177
| +3% | +$28.9K | 0.85% | 24 |
|
|
2022
Q4 | $1.07M | Buy |
5,975
+129
| +2% | +$23.2K | 0.89% | 24 |
|
|
2022
Q3 | $840K | Sell |
5,846
-58
| -1% | -$8.33K | 0.89% | 31 |
|
|
2022
Q2 | $855K | Buy |
+5,904
| New | +$855K | 0.67% | 36 |
|
|
2021
Q3 | $1.05M | Buy |
19,349
+8,543
| +79% | +$462K | 0.69% | 29 |
|
|
2021
Q2 | $1.13M | Buy |
+10,806
| New | +$1.13M | 0.69% | 29 |
|
|
2020
Q4 | $243K | Sell |
2,879
-2,115
| -42% | -$179K | 0.2% | 92 |
|
|
2020
Q3 | $446K | Hold |
4,994
| – | – | 0.41% | 67 |
|
|
2020
Q2 | $446K | Sell |
4,994
-2,365
| -32% | -$211K | 0.41% | 67 |
|
|
2020
Q1 | $474K | Sell |
7,359
-28,826
| -80% | -$1.86M | 0.44% | 52 |
|
|
2019
Q4 | $586K | Buy |
+36,185
| New | +$586K | 0.51% | 47 |
|