AWM
CVX icon

Affinity Wealth Management’s Chevron CVX Stock Holding History

Affinity Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$288K Buy
+1,393
New +$254K 0.04% 81
2017
Q3 		$231K Hold
1,969
– – 0.14% 60
2017
Q2 		$205K Hold
1,969
– – 0.13% 67
2017
Q1 		$211K Sell
1,969
-30
-2% -$3.37K 0.12% 64
2016
Q4 		$235K Hold
1,999
– – 0.13% 54
2016
Q3 		$206K Hold
1,999
– – 0.13% 59
2016
Q2 		$209K Buy
+1,999
New +$201K 0.14% 52
2015
Q2 		– Sell
-1,999
Closed -$209K – 49
2015
Q1 		$209K Hold
1,999
– – 0.12% 39
2014
Q4 		$224K Buy
+1,999
New +$227K 0.18% 30
2014
Q2 		$201K Buy
+1,537
New +$191K 0.19% 31
2013
Q3 		$257K Sell
2,115
-21
-1% -$2.58K 0.11% 46
2013
Q2 		$253K Buy
+2,136
New +$258K 0.12% 36

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VPM
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Morgan Stanley
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return