AWM
Activest Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
2,630
+58
| +2% | +$8.3K | 0.09% | 75 |
|
|
2025
Q1 | $430K | Buy |
2,572
+21
| +0.8% | +$3.51K | 0.12% | 70 |
|
|
2024
Q4 | $369K | Buy |
2,551
+74
| +3% | +$10.7K | 0.1% | 68 |
|
|
2024
Q3 | $365K | Buy |
2,477
+336
| +16% | +$49.5K | 0.11% | 63 |
|
|
2024
Q2 | $335K | Buy |
2,141
+2,000
| +1,418% | +$313K | 0.11% | 63 |
|
|
2024
Q1 | $22.2K | Sell |
141
-323
| -70% | -$50.9K | 0.01% | 168 |
|
|
2023
Q4 | $69.2K | Buy |
464
+411
| +775% | +$61.3K | 0.04% | 77 |
|
|
2023
Q3 | $8.88K | Buy |
53
+1
| +2% | +$168 | 0.01% | 184 |
|
|
2023
Q2 | $4.58K | Hold |
52
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $8.42K | Buy |
+52
| New | +$8.42K | 0.01% | 170 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$7K | – | 476 |
|
|
2022
Q2 | $7K | Sell |
51
-223
| -81% | -$30.6K | ﹤0.01% | 226 |
|
|
2022
Q1 | $45K | Sell |
274
-836
| -75% | -$137K | 0.03% | 105 |
|
|
2021
Q4 | $130K | Buy |
1,110
+890
| +405% | +$104K | 0.08% | 64 |
|
|
2021
Q3 | $22K | Buy |
220
+2
| +0.9% | +$200 | 0.01% | 169 |
|
|
2021
Q2 | $23K | Buy |
218
+2
| +0.9% | +$211 | 0.02% | 137 |
|
|
2021
Q1 | $23K | Buy |
+216
| New | +$23K | 0.02% | 138 |
|