AWA
Amplius Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
3,230
-149
| -4% | -$21.3K | 0.04% | 127 |
|
|
2025
Q1 | $565K | Buy |
3,379
+192
| +6% | +$32.1K | 0.06% | 104 |
|
|
2024
Q4 | $462K | Sell |
3,187
-191
| -6% | -$27.7K | 0.05% | 114 |
|
|
2024
Q3 | $497K | Sell |
3,378
-152
| -4% | -$22.4K | 0.05% | 99 |
|
|
2024
Q2 | $552K | Sell |
3,530
-873
| -20% | -$137K | 0.06% | 93 |
|
|
2024
Q1 | $694K | Buy |
4,403
+51
| +1% | +$8.04K | 0.08% | 84 |
|
|
2023
Q4 | $649K | Sell |
4,352
-361
| -8% | -$53.8K | 0.08% | 82 |
|
|
2023
Q3 | $795K | Sell |
4,713
-1,190
| -20% | -$201K | 0.11% | 74 |
|
|
2023
Q2 | $929K | Buy |
5,903
+319
| +6% | +$50.2K | 0.13% | 68 |
|
|
2023
Q1 | $911K | Buy |
5,584
+205
| +4% | +$33.4K | 0.13% | 72 |
|
|
2022
Q4 | $965K | Sell |
5,379
-1,227
| -19% | -$220K | 0.15% | 73 |
|
|
2022
Q3 | $949K | Buy |
6,606
+2,522
| +62% | +$362K | 0.17% | 62 |
|
|
2022
Q2 | $591K | Buy |
4,084
+236
| +6% | +$34.2K | 0.1% | 80 |
|
|
2022
Q1 | $626K | Sell |
3,848
-155
| -4% | -$25.2K | 0.1% | 87 |
|
|
2021
Q4 | $469K | Buy |
+4,003
| New | +$469K | 0.06% | 113 |
|