AWS
AJ Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $531K | Buy |
3,378
+274
| +9% | +$43.1K | 0.03% | 179 |
|
|
2023
Q1 | $506K | Buy |
3,104
+12
| +0.4% | +$1.96K | 0.03% | 179 |
|
|
2022
Q4 | $555K | Buy |
3,092
+56
| +2% | +$10.1K | 0.03% | 175 |
|
|
2022
Q3 | $436K | Buy |
3,036
+36
| +1% | +$5.17K | 0.03% | 194 |
|
|
2022
Q2 | $434K | Hold |
3,000
| – | – | 0.02% | 200 |
|
|
2022
Q1 | $488K | Hold |
3,000
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $352K | Hold |
3,000
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $304K | Buy |
+3,000
| New | +$304K | 0.02% | 240 |
|