AWAU
Alliance Wealth Advisors (Utah)’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $536K | Buy |
3,740
+222
| +6% | +$31.8K | 0.13% | 155 |
|
2025
Q1 | $588K | Buy |
3,518
+757
| +27% | +$127K | 0.15% | 146 |
|
2024
Q4 | $400K | Sell |
2,761
-43
| -2% | -$6.23K | 0.1% | 181 |
|
2024
Q3 | $413K | Buy |
2,804
+154
| +6% | +$22.7K | 0.11% | 173 |
|
2024
Q2 | $415K | Sell |
2,650
-222
| -8% | -$34.7K | 0.12% | 158 |
|
2024
Q1 | $453K | Buy |
2,872
+392
| +16% | +$61.8K | 0.14% | 151 |
|
2023
Q4 | $370K | Sell |
2,480
-480
| -16% | -$71.6K | 0.12% | 168 |
|
2023
Q3 | $499K | Buy |
2,960
+91
| +3% | +$15.3K | 0.18% | 117 |
|
2023
Q2 | $451K | Buy |
2,869
+57
| +2% | +$8.97K | 0.17% | 131 |
|
2023
Q1 | $459K | Buy |
2,812
+9
| +0.3% | +$1.47K | 0.18% | 122 |
|
2022
Q4 | $503K | Buy |
+2,803
| New | +$503K | 0.23% | 106 |
|