AWM
Axxcess Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Buy |
63,839
+1,378
| +2% | +$197K | 0.21% | 90 |
|
|
2025
Q1 | $10.4M | Sell |
62,461
-2,718
| -4% | -$455K | 0.28% | 72 |
|
|
2024
Q4 | $9.44M | Sell |
65,179
-1,154
| -2% | -$167K | 0.23% | 80 |
|
|
2024
Q3 | $9.77M | Sell |
66,333
-3,384
| -5% | -$498K | 0.24% | 73 |
|
|
2024
Q2 | $10.9M | Sell |
69,717
-35,333
| -34% | -$5.53M | 0.29% | 64 |
|
|
2024
Q1 | $16.6M | Buy |
105,050
+10,204
| +11% | +$1.61M | 0.45% | 44 |
|
|
2023
Q4 | $14.1M | Buy |
94,846
+10,705
| +13% | +$1.6M | 0.41% | 48 |
|
|
2023
Q3 | $14.2M | Buy |
84,141
+26,413
| +46% | +$4.45M | 0.48% | 45 |
|
|
2023
Q2 | $9.08M | Buy |
57,728
+779
| +1% | +$123K | 0.66% | 31 |
|
|
2023
Q1 | $9.29M | Buy |
56,949
+3,609
| +7% | +$589K | 0.7% | 22 |
|
|
2022
Q4 | $9.57M | Buy |
53,340
+818
| +2% | +$147K | 0.79% | 21 |
|
|
2022
Q3 | $7.55M | Sell |
52,522
-4,620
| -8% | -$664K | 0.71% | 21 |
|
|
2022
Q2 | $8.27M | Buy |
57,142
+4,335
| +8% | +$628K | 0.76% | 17 |
|
|
2022
Q1 | $8.6M | Buy |
52,807
+20,464
| +63% | +$3.33M | 0.67% | 23 |
|
|
2021
Q4 | $3.8M | Buy |
+32,343
| New | +$3.8M | 0.28% | 69 |
|