AWA
Acorn Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,725
-264
| -13% | -$37.8K | 0.09% | 211 |
|
|
2025
Q1 | $333K | Sell |
1,989
-103
| -5% | -$17.2K | 0.14% | 148 |
|
|
2024
Q4 | $303K | Buy |
2,092
+69
| +3% | +$9.99K | 0.13% | 165 |
|
|
2024
Q3 | $298K | Buy |
2,023
+39
| +2% | +$5.74K | 0.13% | 170 |
|
|
2024
Q2 | $310K | Buy |
1,984
+124
| +7% | +$19.4K | 0.15% | 143 |
|
|
2024
Q1 | $293K | Buy |
1,860
+6
| +0.3% | +$946 | 0.15% | 141 |
|
|
2023
Q4 | $277K | Sell |
1,854
-93
| -5% | -$13.9K | 0.16% | 140 |
|
|
2023
Q3 | $328K | Sell |
1,947
-16
| -0.8% | -$2.7K | 0.22% | 105 |
|
|
2023
Q2 | $309K | Buy |
1,963
+203
| +12% | +$31.9K | 0.21% | 114 |
|
|
2023
Q1 | $287K | Sell |
1,760
-4
| -0.2% | -$653 | 0.21% | 117 |
|
|
2022
Q4 | $317K | Buy |
1,764
+40
| +2% | +$7.19K | 0.24% | 97 |
|
|
2022
Q3 | $248K | Sell |
1,724
-85
| -5% | -$12.2K | 0.2% | 124 |
|
|
2022
Q2 | $262K | Sell |
1,809
-11
| -0.6% | -$1.59K | 0.21% | 127 |
|
|
2022
Q1 | $296K | Buy |
1,820
+94
| +5% | +$15.3K | 0.2% | 124 |
|
|
2021
Q4 | $203K | Buy |
+1,726
| New | +$203K | 0.13% | 175 |
|
|
2018
Q3 | – | Sell |
-835
| Closed | -$104K | – | 176 |
|
|
2018
Q2 | $104K | Buy |
835
+4
| +0.5% | +$498 | 0.09% | 178 |
|
|
2018
Q1 | $105K | Buy |
831
+5
| +0.6% | +$632 | 0.09% | 170 |
|
|
2017
Q4 | $106K | Buy |
+826
| New | +$106K | 0.1% | 164 |
|