AW
Avion Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
3,944
-144
| -4% | -$20.6K | 0.13% | 48 |
|
|
2025
Q1 | $592K | Hold |
4,088
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $592K | Buy |
4,088
+474
| +13% | +$68.6K | 0.15% | 45 |
|
|
2024
Q3 | $532K | Buy |
3,614
+34
| +0.9% | +$5.01K | 0.14% | 44 |
|
|
2024
Q2 | $560K | Buy |
3,580
+80
| +2% | +$12.5K | 0.15% | 43 |
|
|
2024
Q1 | $553K | Buy |
3,500
+13
| +0.4% | +$2.05K | 0.15% | 40 |
|
|
2023
Q4 | $520K | Sell |
3,487
-584
| -14% | -$87.1K | 0.15% | 43 |
|
|
2023
Q3 | $686K | Sell |
4,071
-912
| -18% | -$154K | 0.2% | 40 |
|
|
2023
Q2 | $784K | Buy |
4,983
+30
| +0.6% | +$4.72K | 0.21% | 39 |
|
|
2023
Q1 | $889K | Buy |
4,953
+24
| +0.5% | +$4.31K | 0.24% | 33 |
|
|
2022
Q4 | $708K | Hold |
4,929
| – | – | 0.22% | 38 |
|
|
2022
Q3 | $708K | Buy |
4,929
+26
| +0.5% | +$3.74K | 0.22% | 38 |
|
|
2022
Q2 | $710K | Buy |
4,903
+478
| +11% | +$69.2K | 0.22% | 38 |
|
|
2022
Q1 | $720K | Sell |
4,425
-559
| -11% | -$91K | 0.21% | 34 |
|
|
2021
Q4 | $585K | Buy |
4,984
+614
| +14% | +$72.1K | 0.17% | 36 |
|
|
2021
Q3 | $443K | Sell |
4,370
-100
| -2% | -$10.1K | 0.13% | 34 |
|
|
2021
Q2 | $468K | Buy |
4,470
+3,472
| +348% | +$364K | 0.14% | 31 |
|
|
2021
Q1 | $105K | Sell |
998
-772
| -44% | -$81.2K | 0.04% | 69 |
|
|
2020
Q4 | $149K | Buy |
1,770
+663
| +60% | +$55.8K | 0.05% | 50 |
|
|
2020
Q3 | $80K | Buy |
1,107
+4
| +0.4% | +$289 | 0.03% | 69 |
|
|
2020
Q2 | $98K | Buy |
1,103
+4
| +0.4% | +$355 | 0.03% | 57 |
|
|
2020
Q1 | $80K | Buy |
+1,099
| New | +$80K | 0.03% | 61 |
|