1WA
180 Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
18,133
-177
| -1% | -$25.3K | 0.36% | 71 |
|
|
2025
Q1 | $3.06M | Sell |
18,310
-332
| -2% | -$55.5K | 0.49% | 50 |
|
|
2024
Q4 | $2.7M | Sell |
18,642
-565
| -3% | -$81.8K | 0.42% | 55 |
|
|
2024
Q3 | $2.83M | Buy |
19,207
+32
| +0.2% | +$4.71K | 0.45% | 58 |
|
|
2024
Q2 | $2.98M | Buy |
19,175
+182
| +1% | +$28.3K | 0.49% | 48 |
|
|
2024
Q1 | $3M | Sell |
18,993
-801
| -4% | -$126K | 0.54% | 50 |
|
|
2023
Q4 | $2.96M | Buy |
19,794
+119
| +0.6% | +$17.8K | 0.59% | 38 |
|
|
2023
Q3 | $3.32M | Buy |
19,675
+289
| +1% | +$48.7K | 0.75% | 24 |
|
|
2023
Q2 | $3.05M | Sell |
19,386
-338
| -2% | -$53.1K | 0.67% | 29 |
|
|
2023
Q1 | $3.22M | Buy |
19,724
+261
| +1% | +$42.6K | 0.75% | 29 |
|
|
2022
Q4 | $3.65M | Sell |
19,463
-236
| -1% | -$44.3K | 0.86% | 23 |
|
|
2022
Q3 | $2.83M | Sell |
19,699
-40
| -0.2% | -$5.75K | 0.78% | 27 |
|
|
2022
Q2 | $2.89M | Sell |
19,739
-1,439
| -7% | -$211K | 0.74% | 32 |
|
|
2022
Q1 | $3.64M | Sell |
21,178
-2,702
| -11% | -$464K | 0.79% | 27 |
|
|
2021
Q4 | $3.03M | Sell |
23,880
-1,073
| -4% | -$136K | 0.68% | 31 |
|
|
2021
Q3 | $2.74M | Sell |
24,953
-339
| -1% | -$37.2K | 0.6% | 36 |
|
|
2021
Q2 | $2.58M | Sell |
25,292
-1,454
| -5% | -$148K | 0.59% | 38 |
|
|
2021
Q1 | $2.79M | Buy |
26,746
+2,305
| +9% | +$240K | 0.69% | 31 |
|
|
2020
Q4 | $2.31M | Sell |
24,441
-891
| -4% | -$84.2K | 0.67% | 32 |
|
|
2020
Q3 | $1.82M | Sell |
25,332
-1,720
| -6% | -$123K | 0.68% | 31 |
|
|
2020
Q2 | $2.36M | Buy |
27,052
+1,455
| +6% | +$127K | 0.94% | 21 |
|
|
2020
Q1 | $1.95M | Sell |
25,597
-304
| -1% | -$23.1K | 1.01% | 21 |
|
|
2019
Q4 | $3.01M | Sell |
25,901
-2,423
| -9% | -$281K | 1.2% | 16 |
|
|
2019
Q3 | $3.29M | Sell |
28,324
-1,830
| -6% | -$213K | 1.45% | 13 |
|
|
2019
Q2 | $3.64M | Sell |
30,154
-409
| -1% | -$49.4K | 1.64% | 9 |
|
|
2019
Q1 | $3.62M | Buy |
30,563
+2,017
| +7% | +$239K | 1.64% | 8 |
|
|
2018
Q4 | $3.49M | Hold |
28,546
| – | – | 1.63% | 7 |
|
|
2018
Q3 | $3.49M | Sell |
28,546
-218
| -0.8% | -$26.7K | 1.61% | 7 |
|
|
2018
Q2 | $3.64M | Sell |
28,764
-7
| -0% | -$885 | 1.8% | 5 |
|
|
2018
Q1 | $3.28M | Buy |
28,771
+14
| +0% | +$1.6K | 1.7% | 6 |
|
|
2017
Q4 | $3.6M | Buy |
+28,757
| New | +$3.6M | 1.83% | 4 |
|