AWM
Accurate Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
25,882
+1,193
| +5% | +$184K | 0.61% | 29 |
|
|
2025
Q1 | $3.35M | Sell |
24,689
-525
| -2% | -$71.2K | 0.64% | 33 |
|
|
2024
Q4 | $3.86M | Buy |
25,214
+1,454
| +6% | +$223K | 0.74% | 25 |
|
|
2024
Q3 | $3.51M | Sell |
23,760
-68
| -0.3% | -$10K | 0.71% | 31 |
|
|
2024
Q2 | $3.77M | Buy |
23,828
+1,325
| +6% | +$209K | 0.9% | 22 |
|
|
2024
Q1 | $3.6M | Buy |
22,503
+878
| +4% | +$140K | 1.05% | 22 |
|
|
2023
Q4 | $3.14M | Buy |
21,625
+521
| +2% | +$75.7K | 0.98% | 22 |
|
|
2023
Q3 | $3.54M | Buy |
21,104
+3,173
| +18% | +$532K | 1.11% | 22 |
|
|
2023
Q2 | $2.75M | Buy |
17,931
+2,249
| +14% | +$346K | 0.86% | 27 |
|
|
2023
Q1 | $2.64M | Buy |
15,682
+4,454
| +40% | +$750K | 0.91% | 18 |
|
|
2022
Q4 | $1.98M | Buy |
11,228
+1,634
| +17% | +$288K | 0.73% | 22 |
|
|
2022
Q3 | $1.53M | Buy |
9,594
+3,075
| +47% | +$491K | 0.64% | 39 |
|
|
2022
Q2 | $939K | Buy |
6,519
+337
| +5% | +$48.5K | 0.51% | 43 |
|
|
2022
Q1 | $1.01M | Buy |
6,182
+206
| +3% | +$33.6K | 0.45% | 54 |
|
|
2021
Q4 | $676K | Buy |
5,976
+267
| +5% | +$30.2K | 0.55% | 49 |
|
|
2021
Q3 | $606K | Buy |
5,709
+883
| +18% | +$93.7K | 0.53% | 51 |
|
|
2021
Q2 | $505K | Buy |
+4,826
| New | +$505K | 0.44% | 55 |
|