AWA
Aquire Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,302
| Closed | -$218K | – | 48 |
|
|
2025
Q1 | $218K | Buy |
+1,302
| New | +$218K | 0.07% | 47 |
|
|
2024
Q3 | – | Sell |
-1,302
| Closed | -$204K | – | 47 |
|
|
2024
Q2 | $204K | Hold |
1,302
| – | – | 0.07% | 40 |
|
|
2024
Q1 | $205K | Buy |
+1,302
| New | +$205K | 0.07% | 44 |
|
|
2023
Q4 | – | Sell |
-1,302
| Closed | -$220K | – | 41 |
|
|
2023
Q3 | $220K | Sell |
1,302
-40
| -3% | -$6.75K | 0.09% | 36 |
|
|
2023
Q2 | $211K | Hold |
1,342
| – | – | 0.08% | 37 |
|
|
2023
Q1 | $219K | Hold |
1,342
| – | – | 0.1% | 35 |
|
|
2022
Q4 | $241K | Buy |
+1,342
| New | +$241K | 0.12% | 31 |
|
|
2022
Q1 | – | Sell |
-59
| Closed | -$7K | – | 81 |
|
|
2021
Q4 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 135 |
|