AWA
Aletheian Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,520
+32
| +2% | +$4.58K | 0.11% | 91 |
|
|
2025
Q1 | $249K | Buy |
+1,488
| New | +$249K | 0.14% | 76 |
|
|
2024
Q4 | – | Sell |
-1,496
| Closed | -$220K | – | 79 |
|
|
2024
Q3 | $220K | Sell |
1,496
-3,753
| -71% | -$553K | 0.13% | 76 |
|
|
2024
Q2 | $821K | Buy |
5,249
+273
| +5% | +$42.7K | 0.43% | 56 |
|
|
2024
Q1 | $785K | Buy |
4,976
+434
| +10% | +$68.5K | 0.43% | 56 |
|
|
2023
Q4 | $678K | Sell |
4,542
-162
| -3% | -$24.2K | 0.45% | 52 |
|
|
2023
Q3 | $793K | Sell |
4,704
-328
| -7% | -$55.3K | 0.61% | 43 |
|
|
2023
Q2 | $792K | Buy |
5,032
+3,773
| +300% | +$594K | 0.54% | 46 |
|
|
2023
Q1 | $205K | Buy |
+1,259
| New | +$205K | 0.18% | 61 |
|