XWM
Xcel Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
3,004
+41
| +1% | +$5.87K | 0.12% | 100 |
|
|
2025
Q1 | $496K | Sell |
2,963
-300
| -9% | -$50.2K | 0.15% | 92 |
|
|
2024
Q4 | $473K | Sell |
3,263
-785
| -19% | -$114K | 0.13% | 90 |
|
|
2024
Q3 | $596K | Buy |
4,048
+131
| +3% | +$19.3K | 0.17% | 81 |
|
|
2024
Q2 | $613K | Buy |
3,917
+170
| +5% | +$26.6K | 0.19% | 72 |
|
|
2024
Q1 | $591K | Buy |
3,747
+112
| +3% | +$17.7K | 0.18% | 76 |
|
|
2023
Q4 | $542K | Sell |
3,635
-225
| -6% | -$33.6K | 0.19% | 76 |
|
|
2023
Q3 | $651K | Sell |
3,860
-737
| -16% | -$124K | 0.26% | 66 |
|
|
2023
Q2 | $723K | Buy |
4,597
+485
| +12% | +$76.3K | 0.23% | 73 |
|
|
2023
Q1 | $671K | Buy |
4,112
+959
| +30% | +$156K | 0.24% | 72 |
|
|
2022
Q4 | $566K | Sell |
3,153
-100
| -3% | -$17.9K | 0.22% | 73 |
|
|
2022
Q3 | $467K | Sell |
3,253
-300
| -8% | -$43.1K | 0.17% | 84 |
|
|
2022
Q2 | $514K | Sell |
3,553
-2,433
| -41% | -$352K | 0.19% | 74 |
|
|
2022
Q1 | $975K | Sell |
5,986
-952
| -14% | -$155K | 0.27% | 67 |
|
|
2021
Q4 | $814K | Buy |
6,938
+779
| +13% | +$91.4K | 0.21% | 79 |
|
|
2021
Q3 | $625K | Buy |
6,159
+620
| +11% | +$62.9K | 0.18% | 87 |
|
|
2021
Q2 | $580K | Buy |
5,539
+4
| +0.1% | +$419 | 0.18% | 89 |
|
|
2021
Q1 | $580K | Sell |
5,535
-1,630
| -23% | -$171K | 0.21% | 80 |
|
|
2020
Q4 | $605K | Sell |
7,165
-2,350
| -25% | -$198K | 0.26% | 73 |
|
|
2020
Q3 | $685K | Sell |
9,515
-2,804
| -23% | -$202K | 0.35% | 62 |
|
|
2020
Q2 | $1.1M | Sell |
12,319
-5,760
| -32% | -$514K | 0.68% | 36 |
|
|
2020
Q1 | $1.31M | Sell |
18,079
-43
| -0.2% | -$3.12K | 1.18% | 28 |
|
|
2019
Q4 | $2.18M | Buy |
18,122
+430
| +2% | +$51.8K | 1.81% | 20 |
|
|
2019
Q3 | $2.1M | Sell |
17,692
-881
| -5% | -$104K | 1.94% | 18 |
|
|
2019
Q2 | $2.31M | Buy |
18,573
+5,351
| +40% | +$666K | 2.26% | 14 |
|
|
2019
Q1 | $1.63M | Sell |
13,222
-2,316
| -15% | -$285K | 1.68% | 17 |
|
|
2018
Q4 | $1.69M | Buy |
+15,538
| New | +$1.69M | 2.07% | 15 |
|