APWA
Atlas Private Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
6,612
-1,857
| -22% | -$266K | 0.12% | 86 |
|
|
2025
Q1 | $1.42M | Sell |
8,469
-3,118
| -27% | -$522K | 0.2% | 63 |
|
|
2024
Q4 | $1.68M | Buy |
11,587
+212
| +2% | +$30.7K | 0.24% | 57 |
|
|
2024
Q3 | $1.68M | Buy |
11,375
+78
| +0.7% | +$11.5K | 0.24% | 52 |
|
|
2024
Q2 | $1.77M | Buy |
11,297
+5,802
| +106% | +$908K | 0.29% | 48 |
|
|
2024
Q1 | $867K | Sell |
5,495
-6,067
| -52% | -$957K | 0.29% | 45 |
|
|
2023
Q4 | $1.72M | Sell |
11,562
-48
| -0.4% | -$7.16K | 0.32% | 41 |
|
|
2023
Q3 | $1.96M | Buy |
11,610
+2,046
| +21% | +$345K | 0.37% | 46 |
|
|
2023
Q2 | $1.51M | Buy |
9,564
+5,128
| +116% | +$807K | 0.3% | 61 |
|
|
2023
Q1 | $724K | Sell |
4,436
-332
| -7% | -$54.2K | 0.33% | 61 |
|
|
2022
Q4 | $856K | Sell |
4,768
-195
| -4% | -$35K | 0.46% | 45 |
|
|
2022
Q3 | $713K | Buy |
4,963
+254
| +5% | +$36.5K | 0.43% | 57 |
|
|
2022
Q2 | $682K | Sell |
4,709
-718
| -13% | -$104K | 0.41% | 62 |
|
|
2022
Q1 | $884K | Sell |
5,427
-7,864
| -59% | -$1.28M | 0.39% | 54 |
|
|
2021
Q4 | $1.56M | Sell |
13,291
-29
| -0.2% | -$3.4K | 0.72% | 39 |
|
|
2021
Q3 | $1.35M | Buy |
13,320
+628
| +5% | +$63.7K | 0.71% | 27 |
|
|
2021
Q2 | $1.33M | Sell |
12,692
-25
| -0.2% | -$2.62K | 0.72% | 26 |
|
|
2021
Q1 | $1.33M | Buy |
12,717
+977
| +8% | +$102K | 0.74% | 27 |
|
|
2020
Q4 | $991K | Buy |
11,740
+1,923
| +20% | +$162K | 0.66% | 32 |
|
|
2020
Q3 | $707K | Buy |
9,817
+971
| +11% | +$69.9K | 0.59% | 37 |
|
|
2020
Q2 | $789K | Buy |
+8,846
| New | +$789K | 0.7% | 30 |
|