AWM
Absher Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
191,983
+35,142
| +22% | +$5.03M | 3.41% | 15 |
|
|
2025
Q1 | $26.2M | Buy |
156,841
+2,853
| +2% | +$477K | 3.44% | 12 |
|
|
2024
Q4 | $22.3M | Buy |
153,988
+14,667
| +11% | +$2.12M | 2.92% | 21 |
|
|
2024
Q3 | $20.5M | Buy |
139,321
+18,568
| +15% | +$2.73M | 2.65% | 24 |
|
|
2024
Q2 | $18.9M | Sell |
120,753
-26
| -0% | -$4.07K | 2.65% | 24 |
|
|
2024
Q1 | $19.1M | Buy |
120,779
+18,596
| +18% | +$2.93M | 2.64% | 24 |
|
|
2023
Q4 | $15.2M | Buy |
102,183
+22,533
| +28% | +$3.36M | 2.29% | 26 |
|
|
2023
Q3 | $13.4M | Buy |
79,650
+4,726
| +6% | +$797K | 2.24% | 25 |
|
|
2023
Q2 | $11.8M | Buy |
74,924
+1,969
| +3% | +$310K | 1.95% | 26 |
|
|
2023
Q1 | $11.9M | Sell |
72,955
-219
| -0.3% | -$35.7K | 2.06% | 26 |
|
|
2022
Q4 | $13.1M | Sell |
73,174
-1,325
| -2% | -$238K | 2.41% | 25 |
|
|
2022
Q3 | $10.7M | Sell |
74,499
-16,110
| -18% | -$2.31M | 2.25% | 25 |
|
|
2022
Q2 | $13.1M | Sell |
90,609
-12,293
| -12% | -$1.78M | 2.55% | 25 |
|
|
2022
Q1 | $16.8M | Sell |
102,902
-87,002
| -46% | -$14.2M | 2.86% | 21 |
|
|
2021
Q4 | $22.3M | Sell |
189,904
-1,712
| -0.9% | -$201K | 3.74% | 10 |
|
|
2021
Q3 | $19.4M | Buy |
191,616
+41,004
| +27% | +$4.16M | 3.6% | 11 |
|
|
2021
Q2 | $15.8M | Buy |
150,612
+6,082
| +4% | +$637K | 2.8% | 22 |
|
|
2021
Q1 | $15.1M | Buy |
144,530
+8,534
| +6% | +$894K | 2.87% | 21 |
|
|
2020
Q4 | $11.5M | Buy |
135,996
+9,804
| +8% | +$828K | 2.4% | 25 |
|
|
2020
Q3 | $9.09M | Sell |
126,192
-1,074
| -0.8% | -$77.3K | 2.18% | 27 |
|
|
2020
Q2 | $11.4M | Buy |
127,266
+2,413
| +2% | +$215K | 2.9% | 17 |
|
|
2020
Q1 | $9.05M | Buy |
124,853
+8,500
| +7% | +$616K | 2.81% | 20 |
|
|
2019
Q4 | $12.9M | Buy |
+116,353
| New | +$12.9M | 3.28% | 14 |
|