AWS
Aspen Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
8,083
-94
| -1% | -$13.5K | 0.7% | 22 |
|
|
2025
Q1 | $1.37M | Sell |
8,177
-61
| -0.7% | -$10.2K | 0.9% | 21 |
|
|
2024
Q4 | $1.19M | Buy |
8,238
+48
| +0.6% | +$6.95K | 0.76% | 22 |
|
|
2024
Q3 | $1.21M | Buy |
8,190
+441
| +6% | +$64.9K | 0.78% | 20 |
|
|
2024
Q2 | $1.25M | Sell |
7,749
-133
| -2% | -$21.4K | 0.87% | 19 |
|
|
2024
Q1 | $1.24M | Buy |
7,882
+1,638
| +26% | +$258K | 0.86% | 21 |
|
|
2023
Q4 | $931K | Sell |
6,244
-14
| -0.2% | -$2.09K | 0.68% | 29 |
|
|
2023
Q3 | $1.06M | Buy |
6,258
+128
| +2% | +$21.6K | 0.82% | 20 |
|
|
2023
Q2 | $965K | Buy |
6,130
+4,056
| +196% | +$638K | 0.73% | 19 |
|
|
2023
Q1 | $338K | Buy |
2,074
+117
| +6% | +$19.1K | 0.26% | 54 |
|
|
2022
Q4 | $351K | Buy |
+1,957
| New | +$351K | 0.28% | 49 |
|