APWM
Atlas Private Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $684K | Sell |
4,336
-94
| -2% | -$14.8K | 0.29% | 85 |
|
|
2023
Q4 | $661K | Hold |
4,430
| – | – | 0.31% | 84 |
|
|
2023
Q3 | $747K | Sell |
4,430
-63
| -1% | -$10.6K | 0.4% | 73 |
|
|
2023
Q2 | $707K | Buy |
4,493
+62
| +1% | +$9.76K | 0.37% | 80 |
|
|
2023
Q1 | $723K | Buy |
4,431
+170
| +4% | +$27.7K | 0.43% | 75 |
|
|
2022
Q4 | $765K | Hold |
4,261
| – | – | 0.35% | 67 |
|
|
2022
Q3 | $612K | Hold |
4,261
| – | – | 0.44% | 70 |
|
|
2022
Q2 | $617K | Buy |
4,261
+644
| +18% | +$93.3K | 0.42% | 76 |
|
|
2022
Q1 | $589K | Buy |
3,617
+604
| +20% | +$98.4K | 0.34% | 85 |
|
|
2021
Q4 | $354K | Buy |
+3,013
| New | +$354K | 0.2% | 106 |
|
|
2021
Q2 | – | Sell |
-636
| Closed | -$67K | – | 168 |
|
|
2021
Q1 | $67K | Sell |
636
-9
| -1% | -$948 | 0.04% | 167 |
|
|
2020
Q4 | $54K | Sell |
645
-75
| -10% | -$6.28K | 0.04% | 181 |
|
|
2020
Q3 | $52K | Sell |
720
-1,396
| -66% | -$101K | 0.04% | 181 |
|
|
2020
Q2 | $189K | Hold |
2,116
| – | – | 0.15% | 109 |
|
|
2020
Q1 | $153K | Buy |
2,116
+1
| +0% | +$72 | 0.14% | 119 |
|
|
2019
Q4 | $255K | Buy |
+2,115
| New | +$255K | 0.2% | 108 |
|