AWM
Arista Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
9,348
+7,956
| +572% | +$1.14M | 0.19% | 74 |
|
|
2025
Q1 | $233K | Sell |
1,392
-45
| -3% | -$7.53K | 0.06% | 62 |
|
|
2024
Q4 | $208K | Buy |
1,437
+11
| +0.8% | +$1.59K | 0.05% | 67 |
|
|
2024
Q3 | $210K | Buy |
1,426
+13
| +0.9% | +$1.91K | 0.05% | 67 |
|
|
2024
Q2 | $221K | Buy |
+1,413
| New | +$221K | 0.06% | 58 |
|
|
2023
Q3 | – | Sell |
-1,278
| Closed | -$201K | – | 53 |
|
|
2023
Q2 | $201K | Buy |
1,278
+1
| +0.1% | +$157 | 0.08% | 58 |
|
|
2023
Q1 | $208K | Buy |
1,277
+17
| +1% | +$2.77K | 0.11% | 58 |
|
|
2022
Q4 | $226K | Buy |
+1,260
| New | +$226K | 0.14% | 59 |
|