W
WorthPointe’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
5,098
-37
| -0.7% | -$5.3K | 0.31% | 39 |
|
|
2025
Q1 | $859K | Sell |
5,135
-4
| -0.1% | -$669 | 0.38% | 33 |
|
|
2024
Q4 | $744K | Buy |
5,139
+16
| +0.3% | +$2.32K | 0.3% | 37 |
|
|
2024
Q3 | $754K | Sell |
5,123
-21
| -0.4% | -$3.09K | 0.32% | 35 |
|
|
2024
Q2 | $805K | Buy |
5,144
+1
| +0% | +$156 | 0.37% | 34 |
|
|
2024
Q1 | $811K | Buy |
5,143
+26
| +0.5% | +$4.1K | 0.41% | 27 |
|
|
2023
Q4 | $763K | Sell |
5,117
-340
| -6% | -$50.7K | 0.39% | 35 |
|
|
2023
Q3 | $920K | Buy |
5,457
+410
| +8% | +$69.1K | 0.54% | 25 |
|
|
2023
Q2 | $794K | Sell |
5,047
-767
| -13% | -$121K | 0.48% | 28 |
|
|
2023
Q1 | $949K | Sell |
5,814
-35
| -0.6% | -$5.71K | 0.62% | 22 |
|
|
2022
Q4 | $1.05M | Buy |
5,849
+85
| +1% | +$15.3K | 0.71% | 21 |
|
|
2022
Q3 | $828K | Buy |
5,764
+1
| +0% | +$144 | 0.7% | 20 |
|
|
2022
Q2 | $834K | Buy |
5,763
+3
| +0.1% | +$434 | 0.7% | 18 |
|
|
2022
Q1 | $938K | Sell |
5,760
-14,881
| -72% | -$2.42M | 0.75% | 17 |
|
|
2021
Q4 | $2.16M | Buy |
+20,641
| New | +$2.16M | 1.92% | 10 |
|