AWM
Avior Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
19,038
-5,976
| -24% | -$856K | 0.09% | 152 |
|
|
2025
Q1 | $4.18M | Sell |
25,014
-1,548
| -6% | -$259K | 0.16% | 107 |
|
|
2024
Q4 | $3.85M | Sell |
26,562
-555
| -2% | -$80.4K | 0.14% | 116 |
|
|
2024
Q3 | $3.99M | Sell |
27,117
-1,257
| -4% | -$185K | 0.16% | 111 |
|
|
2024
Q2 | $4.44M | Sell |
28,374
-3,959
| -12% | -$619K | 0.19% | 93 |
|
|
2024
Q1 | $5.1M | Buy |
32,333
+11,535
| +55% | +$1.82M | 0.24% | 80 |
|
|
2023
Q4 | $3.1M | Sell |
20,798
-2,104
| -9% | -$314K | 0.19% | 99 |
|
|
2023
Q3 | $3.86M | Sell |
22,902
-2,388
| -9% | -$403K | 0.26% | 72 |
|
|
2023
Q2 | $3.98M | Sell |
25,290
-1,764
| -7% | -$278K | 0.26% | 76 |
|
|
2023
Q1 | $4.41M | Buy |
27,054
+216
| +0.8% | +$35.2K | 0.3% | 68 |
|
|
2022
Q4 | $4.82M | Sell |
26,838
-715
| -3% | -$128K | 0.36% | 63 |
|
|
2022
Q3 | $3.96M | Buy |
27,553
+9,327
| +51% | +$1.34M | 0.33% | 60 |
|
|
2022
Q2 | $2.64M | Sell |
18,226
-3,244
| -15% | -$470K | 0.27% | 78 |
|
|
2022
Q1 | $3.5M | Buy |
21,470
+148
| +0.7% | +$24.1K | 0.3% | 70 |
|
|
2021
Q4 | $2.5M | Buy |
21,322
+3,203
| +18% | +$376K | 0.21% | 96 |
|
|
2021
Q3 | $1.84M | Sell |
18,119
-178
| -1% | -$18K | 0.15% | 115 |
|
|
2021
Q2 | $1.92M | Sell |
18,297
-58
| -0.3% | -$6.07K | 0.19% | 107 |
|
|
2021
Q1 | $1.92M | Sell |
18,355
-1,073
| -6% | -$112K | 0.21% | 107 |
|
|
2020
Q4 | $1.64M | Sell |
19,428
-2,606
| -12% | -$220K | 0.2% | 106 |
|
|
2020
Q3 | $1.59M | Buy |
22,034
+4,666
| +27% | +$336K | 0.23% | 100 |
|
|
2020
Q2 | $1.55M | Buy |
17,368
+3,117
| +22% | +$278K | 0.24% | 103 |
|
|
2020
Q1 | $1.03M | Sell |
14,251
-556
| -4% | -$40.3K | 0.2% | 120 |
|
|
2019
Q4 | $1.78M | Buy |
14,807
+1,052
| +8% | +$127K | 0.29% | 91 |
|
|
2019
Q3 | $1.63M | Sell |
13,755
-3,885
| -22% | -$461K | 0.29% | 93 |
|
|
2019
Q2 | $2.2M | Buy |
17,640
+2,124
| +14% | +$264K | 0.39% | 67 |
|
|
2019
Q1 | $1.9M | Sell |
15,516
-570
| -4% | -$69.9K | 0.4% | 63 |
|
|
2018
Q4 | $1.76M | Buy |
16,086
+149
| +0.9% | +$16.3K | 0.42% | 60 |
|
|
2018
Q3 | $1.94M | Buy |
15,937
+830
| +5% | +$101K | 0.41% | 66 |
|
|
2018
Q2 | $1.9M | Buy |
15,107
+794
| +6% | +$99.9K | 0.43% | 62 |
|
|
2018
Q1 | $1.64M | Sell |
14,313
-1,783
| -11% | -$204K | 0.38% | 75 |
|
|
2017
Q4 | $206K | Buy |
16,096
+2,521
| +19% | +$32.3K | 0.05% | 324 |
|
|
2017
Q3 | $1.58M | Sell |
13,575
-174
| -1% | -$20.2K | 0.52% | 62 |
|
|
2017
Q2 | $1.43M | Sell |
13,749
-1,602
| -10% | -$167K | 0.58% | 56 |
|
|
2017
Q1 | $1.64M | Sell |
15,351
-1,710
| -10% | -$183K | 0.55% | 58 |
|
|
2016
Q4 | $1.99M | Sell |
17,061
-6,395
| -27% | -$744K | 0.74% | 33 |
|
|
2016
Q3 | $2.41M | Sell |
23,456
-1,784
| -7% | -$183K | 0.94% | 30 |
|
|
2016
Q2 | $2.64M | Sell |
25,240
-1,009
| -4% | -$106K | 1.12% | 23 |
|
|
2016
Q1 | $2.5M | Buy |
26,249
+1,297
| +5% | +$124K | 1.11% | 22 |
|
|
2015
Q4 | $2.25M | Buy |
24,952
+113
| +0.5% | +$10.2K | 1.23% | 17 |
|
|
2015
Q3 | $1.96M | Buy |
24,839
+11,742
| +90% | +$928K | 1.15% | 23 |
|
|
2015
Q2 | $1.27M | Buy |
13,097
+9,331
| +248% | +$901K | 0.99% | 27 |
|
|
2015
Q1 | $396K | Buy |
3,766
+1,453
| +63% | +$153K | 0.31% | 50 |
|
|
2014
Q4 | $260K | Buy |
2,313
+1,086
| +89% | +$122K | 0.21% | 54 |
|
|
2014
Q3 | $146K | Buy |
1,227
+4
| +0.3% | +$476 | 0.12% | 71 |
|
|
2014
Q2 | $160K | Sell |
1,223
-437
| -26% | -$57.2K | 0.13% | 65 |
|
|
2014
Q1 | $197K | Buy |
+1,660
| New | +$197K | 0.16% | 58 |
|