APW
Acima Private Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
2,421
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $405K | Hold |
2,421
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $351K | Hold |
2,421
| – | – | 0.12% | 98 |
|
|
2024
Q3 | $357K | Hold |
2,421
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $379K | Hold |
2,421
| – | – | 0.14% | 86 |
|
|
2024
Q1 | $382K | Sell |
2,421
-89
| -4% | -$14K | 0.14% | 92 |
|
|
2023
Q4 | $374K | Hold |
2,510
| – | – | 0.15% | 94 |
|
|
2023
Q3 | $423K | Sell |
2,510
-115
| -4% | -$19.4K | 0.19% | 90 |
|
|
2023
Q2 | $413K | Hold |
2,625
| – | – | 0.2% | 89 |
|
|
2023
Q1 | $428K | Buy |
2,625
+89
| +4% | +$14.5K | 0.21% | 87 |
|
|
2022
Q4 | $455K | Hold |
2,536
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $364K | Hold |
2,536
| – | – | 0.19% | 88 |
|
|
2022
Q2 | $367K | Hold |
2,536
| – | – | 0.18% | 91 |
|
|
2022
Q1 | $413K | Hold |
2,536
| – | – | 0.19% | 96 |
|
|
2021
Q4 | $298K | Hold |
2,536
| – | – | 0.13% | 111 |
|
|
2021
Q3 | $257K | Hold |
2,536
| – | – | 0.12% | 113 |
|
|
2021
Q2 | $266K | Hold |
2,536
| – | – | 0.12% | 112 |
|
|
2021
Q1 | $266K | Hold |
2,536
| – | – | 0.13% | 112 |
|
|
2020
Q4 | $214K | Hold |
2,536
| – | – | 0.11% | 118 |
|
|
2020
Q3 | $183K | Hold |
2,536
| – | – | 0.11% | 117 |
|
|
2020
Q2 | $226K | Sell |
2,536
-2,871
| -53% | -$256K | 0.15% | 112 |
|
|
2020
Q1 | $392K | Hold |
5,407
| – | – | 0.3% | 77 |
|
|
2019
Q4 | $652K | Hold |
5,407
| – | – | 0.45% | 58 |
|
|
2019
Q3 | $641K | Buy |
5,407
+115
| +2% | +$13.6K | 0.49% | 51 |
|
|
2019
Q2 | $659K | Hold |
5,292
| – | – | 0.52% | 48 |
|
|
2019
Q1 | $652K | Hold |
5,292
| – | – | 0.56% | 44 |
|
|
2018
Q4 | $576K | Buy |
+5,292
| New | +$576K | 0.56% | 45 |
|