AWE
Avidian Wealth Enterprises’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Sell |
42,310
-511
| -1% | -$73.2K | 0.25% | 69 |
|
|
2025
Q1 | $7.16M | Buy |
42,821
+1,259
| +3% | +$211K | 0.32% | 53 |
|
|
2024
Q4 | $6.02M | Buy |
41,562
+82
| +0.2% | +$11.9K | 0.27% | 59 |
|
|
2024
Q3 | $6.11M | Buy |
41,480
+785
| +2% | +$116K | 0.28% | 61 |
|
|
2024
Q2 | $6.37M | Buy |
40,695
+4,176
| +11% | +$653K | 0.26% | 56 |
|
|
2024
Q1 | $5.76M | Buy |
36,519
+2,462
| +7% | +$388K | 0.28% | 56 |
|
|
2023
Q4 | $5.08M | Sell |
34,057
-1,475
| -4% | -$220K | 0.31% | 61 |
|
|
2023
Q3 | $5.99M | Buy |
35,532
+842
| +2% | +$142K | 0.42% | 48 |
|
|
2023
Q2 | $5.46M | Sell |
34,690
-18,785
| -35% | -$2.96M | 0.36% | 62 |
|
|
2023
Q1 | $8.73M | Buy |
53,475
+1,724
| +3% | +$281K | 0.48% | 52 |
|
|
2022
Q4 | $9.29M | Buy |
51,751
+5,613
| +12% | +$1.01M | 0.6% | 34 |
|
|
2022
Q3 | $6.63M | Buy |
46,138
+1,142
| +3% | +$164K | 0.48% | 45 |
|
|
2022
Q2 | $6.52M | Buy |
44,996
+212
| +0.5% | +$30.7K | 0.46% | 47 |
|
|
2022
Q1 | $7.29M | Sell |
44,784
-6,805
| -13% | -$1.11M | 0.45% | 43 |
|
|
2021
Q4 | $6.05M | Buy |
51,589
+5,123
| +11% | +$601K | 0.38% | 49 |
|
|
2021
Q3 | $4.71M | Buy |
46,466
+4,978
| +12% | +$505K | 0.36% | 48 |
|
|
2021
Q2 | $4.35M | Sell |
41,488
-663
| -2% | -$69.4K | 0.33% | 52 |
|
|
2021
Q1 | $4.42M | Sell |
42,151
-962
| -2% | -$101K | 0.38% | 45 |
|
|
2020
Q4 | $3.64M | Buy |
43,113
+5,270
| +14% | +$445K | 0.35% | 48 |
|
|
2020
Q3 | $2.73M | Buy |
37,843
+6,893
| +22% | +$496K | 0.31% | 56 |
|
|
2020
Q2 | $2.76M | Buy |
30,950
+2,921
| +10% | +$261K | 0.37% | 46 |
|
|
2020
Q1 | $2.03M | Buy |
28,029
+6,531
| +30% | +$473K | 0.33% | 42 |
|
|
2019
Q4 | $2.59M | Sell |
21,498
-935
| -4% | -$113K | 0.37% | 37 |
|
|
2019
Q3 | $2.66M | Buy |
22,433
+2,596
| +13% | +$308K | 0.44% | 30 |
|
|
2019
Q2 | $2.47M | Sell |
19,837
-3,319
| -14% | -$413K | 0.58% | 21 |
|
|
2019
Q1 | $2.85M | Sell |
23,156
-205
| -0.9% | -$25.2K | 0.63% | 22 |
|
|
2018
Q4 | $2.54M | Buy |
23,361
+15,528
| +198% | +$1.69M | 0.89% | 22 |
|
|
2018
Q3 | $958K | Sell |
7,833
-2,419
| -24% | -$296K | 0.3% | 37 |
|
|
2018
Q2 | $1.3M | Buy |
10,252
+6,709
| +189% | +$848K | 0.41% | 26 |
|
|
2018
Q1 | $404K | Sell |
3,543
-170
| -5% | -$19.4K | 0.14% | 59 |
|
|
2017
Q4 | $465 | Buy |
3,713
+134
| +4% | +$17 | 0.12% | 52 |
|
|
2017
Q3 | $421K | Buy |
3,579
+463
| +15% | +$54.5K | 0.16% | 53 |
|
|
2017
Q2 | $325K | Buy |
3,116
+192
| +7% | +$20K | 0.14% | 60 |
|
|
2017
Q1 | $314K | Sell |
2,924
-919
| -24% | -$98.7K | 0.12% | 60 |
|
|
2016
Q4 | $453K | Buy |
3,843
+1,146
| +42% | +$135K | 0.2% | 39 |
|
|
2016
Q3 | $13.1M | Sell |
2,697
-24
| -0.9% | -$117K | 5.32% | 7 |
|
|
2016
Q2 | $285 | Sell |
2,721
-342
| -11% | -$36 | 0.1% | 50 |
|
|
2016
Q1 | $292K | Buy |
3,063
+220
| +8% | +$21K | 0.16% | 44 |
|
|
2015
Q4 | $256K | Buy |
2,843
+3
| +0.1% | +$270 | 0.13% | 32 |
|
|
2015
Q3 | $224K | Buy |
2,840
+84
| +3% | +$6.63K | 0.14% | 26 |
|
|
2015
Q2 | $266K | Buy |
+2,756
| New | +$266K | 0.11% | 28 |
|