Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
CVX holding history
Chevron Corp in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVX overviewAll 13F holders of CVXFull Q4 2024 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −1,538−100.0% | Sold out | Holders |
| Q3 2024 | 1,538 | $226.5K | <0.1% | +1,538 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −31,431−100.0% | Sold out | Holders |
| Q1 2024 | 31,431 | $5.00M | 0.4% | +5,754+22.4% | Added | Holders |
| Q4 2023 | 25,677 | $3.83M | 0.4% | +4,654+22.1% | Added | Holders |
| Q3 2023 | 21,023 | $3.55M | 0.4% | +255+1.2% | Added | Holders |
| Q2 2023 | 20,768 | $3.27M | 0.3% | +2,618+14.4% | Added | Holders |
| Q1 2023 | 18,150 | $2.96M | 0.3% | +11,820+186.7% | Added | Holders |
| Q4 2022 | 6,330 | $1.14M | 0.1% | +6,330 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,417−100.0% | Sold out | Holders |
| Q2 2022 | 1,417 | $205.0K | <0.1% | +186+15.1% | Added | Holders |
| Q1 2022 | 1,231 | $200.0K | <0.1% | +1,231 | New | Holders |