YWS
Yarger Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
1,898
+51
| +3% | +$7.3K | 0.14% | 88 |
|
|
2025
Q1 | $309K | Buy |
1,847
+54
| +3% | +$9.04K | 0.18% | 72 |
|
|
2024
Q4 | $260K | Sell |
1,793
-81
| -4% | -$11.7K | 0.15% | 74 |
|
|
2024
Q3 | $276K | Buy |
1,874
+28
| +2% | +$4.12K | 0.15% | 73 |
|
|
2024
Q2 | $289K | Buy |
1,846
+28
| +2% | +$4.38K | 0.17% | 68 |
|
|
2024
Q1 | $287K | Buy |
1,818
+36
| +2% | +$5.68K | 0.2% | 64 |
|
|
2023
Q4 | $266K | Buy |
1,782
+325
| +22% | +$48.5K | 0.21% | 55 |
|
|
2023
Q3 | $246K | Buy |
+1,457
| New | +$246K | 0.21% | 54 |
|
|
2023
Q1 | – | Sell |
-1,211
| Closed | -$217K | – | 49 |
|
|
2022
Q4 | $217K | Buy |
+1,211
| New | +$217K | 0.27% | 43 |
|