AWA
Aaron Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
7,255
-1,968
| -21% | -$282K | 0.11% | 129 |
|
|
2025
Q1 | $1.54M | Buy |
9,223
+363
| +4% | +$60.7K | 0.18% | 79 |
|
|
2024
Q4 | $1.28M | Buy |
8,860
+1,609
| +22% | +$233K | 0.15% | 88 |
|
|
2024
Q3 | $1.07M | Buy |
7,251
+528
| +8% | +$77.8K | 0.13% | 113 |
|
|
2024
Q2 | $1.05M | Buy |
6,723
+117
| +2% | +$18.3K | 0.15% | 95 |
|
|
2024
Q1 | $1.04M | Buy |
6,606
+2,285
| +53% | +$360K | 0.15% | 90 |
|
|
2023
Q4 | $644K | Sell |
4,321
-415
| -9% | -$61.9K | 0.11% | 116 |
|
|
2023
Q3 | $799K | Buy |
4,736
+437
| +10% | +$73.7K | 0.1% | 105 |
|
|
2023
Q2 | $676K | Sell |
4,299
-14
| -0.3% | -$2.2K | 0.09% | 130 |
|
|
2023
Q1 | $704K | Buy |
4,313
+812
| +23% | +$132K | 0.1% | 121 |
|
|
2022
Q4 | $628K | Buy |
3,501
+1,938
| +124% | +$348K | 0.09% | 130 |
|
|
2022
Q3 | $225K | Buy |
+1,563
| New | +$225K | 0.04% | 190 |
|
|
2022
Q2 | – | Sell |
-124,402
| Closed | -$764K | – | 343 |
|
|
2022
Q1 | $764K | Buy |
+124,402
| New | +$764K | 0.01% | 406 |
|