AWA
Arkadios Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
113,531
+9,486
| +9% | +$1.36M | 0.48% | 33 |
|
|
2025
Q1 | $17.4M | Buy |
104,045
+22,631
| +28% | +$3.79M | 0.66% | 24 |
|
|
2024
Q4 | $11.8M | Buy |
81,414
+2,445
| +3% | +$354K | 0.64% | 23 |
|
|
2024
Q3 | $11.6M | Buy |
78,969
+8,974
| +13% | +$1.32M | 0.66% | 22 |
|
|
2024
Q2 | $10.9M | Buy |
69,995
+16,719
| +31% | +$2.62M | 0.74% | 22 |
|
|
2024
Q1 | $8.4M | Buy |
53,276
+6,544
| +14% | +$1.03M | 0.65% | 29 |
|
|
2023
Q4 | $6.97M | Buy |
46,732
+21,281
| +84% | +$3.17M | 0.59% | 34 |
|
|
2023
Q3 | $4.29M | Buy |
25,451
+3,442
| +16% | +$580K | 0.41% | 54 |
|
|
2023
Q2 | $3.46M | Buy |
22,009
+7
| +0% | +$1.1K | 0.4% | 58 |
|
|
2023
Q1 | $3.59M | Buy |
22,002
+5,229
| +31% | +$853K | 0.43% | 56 |
|
|
2022
Q4 | $3.01M | Buy |
16,773
+5,130
| +44% | +$921K | 0.4% | 64 |
|
|
2022
Q3 | $1.67M | Buy |
11,643
+3,330
| +40% | +$478K | 0.25% | 105 |
|
|
2022
Q2 | $1.2M | Sell |
8,313
-164
| -2% | -$23.8K | 0.18% | 150 |
|
|
2022
Q1 | $1.38M | Buy |
8,477
+107
| +1% | +$17.4K | 0.18% | 139 |
|
|
2021
Q4 | $982K | Sell |
8,370
-4,442
| -35% | -$521K | 0.13% | 181 |
|
|
2021
Q3 | $1.3M | Sell |
12,812
-1,044
| -8% | -$106K | 0.19% | 128 |
|
|
2021
Q2 | $1.45M | Buy |
13,856
+7,265
| +110% | +$761K | 0.18% | 144 |
|
|
2021
Q1 | $690K | Buy |
6,591
+1,018
| +18% | +$107K | 0.11% | 205 |
|
|
2020
Q4 | $470K | Buy |
5,573
+3,371
| +153% | +$284K | 0.1% | 209 |
|
|
2020
Q3 | $161K | Buy |
2,202
+6
| +0.3% | +$437 | 0.08% | 212 |
|
|
2020
Q2 | $194K | Buy |
2,196
+194
| +10% | +$17.1K | 0.11% | 156 |
|
|
2020
Q1 | $145K | Sell |
2,002
-300
| -13% | -$21.7K | 0.09% | 183 |
|
|
2019
Q4 | $257K | Buy |
+2,302
| New | +$257K | 0.15% | 128 |
|