WRPWM
Werba Rubin Papier Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
3,715
-753
| -17% | -$108K | 0.1% | 108 |
|
|
2025
Q1 | $747K | Buy |
4,468
+178
| +4% | +$29.8K | 0.16% | 80 |
|
|
2024
Q4 | $621K | Buy |
4,290
+149
| +4% | +$21.6K | 0.15% | 86 |
|
|
2024
Q3 | $610K | Buy |
4,141
+88
| +2% | +$13K | 0.14% | 91 |
|
|
2024
Q2 | $634K | Buy |
4,053
+1,855
| +84% | +$290K | 0.18% | 75 |
|
|
2024
Q1 | $347K | Buy |
2,198
+33
| +2% | +$5.21K | 0.1% | 98 |
|
|
2023
Q4 | $323K | Sell |
2,165
-174
| -7% | -$26K | 0.11% | 79 |
|
|
2023
Q3 | $394K | Buy |
2,339
+2
| +0.1% | +$337 | 0.14% | 67 |
|
|
2023
Q2 | $368K | Sell |
2,337
-44
| -2% | -$6.93K | 0.13% | 72 |
|
|
2023
Q1 | $389K | Sell |
2,381
-732
| -24% | -$119K | 0.15% | 65 |
|
|
2022
Q4 | $559K | Buy |
+3,113
| New | +$559K | 0.23% | 46 |
|