WWM
WT Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Sell |
1,422
-365
| -20% | -$61.1K | 0.08% | 111 |
|
|
2024
Q4 | $259K | Buy |
+1,787
| New | +$259K | 0.08% | 113 |
|
|
2023
Q4 | – | Sell |
-8,673
| Closed | -$1.46M | – | 113 |
|
|
2023
Q3 | $1.46M | Sell |
8,673
-1,330
| -13% | -$224K | 0.63% | 36 |
|
|
2023
Q2 | $1.57M | Buy |
+10,003
| New | +$1.57M | 0.65% | 40 |
|