BRWA
B. Riley Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
+33,518
| New | +$4.8M | 0.23% | 94 |
|
|
2024
Q4 | $11.8M | Sell |
81,570
-5,396
| -6% | -$782K | 0.39% | 48 |
|
|
2024
Q3 | $13M | Sell |
86,966
-25,830
| -23% | -$3.85M | 0.36% | 53 |
|
|
2024
Q2 | $17.6M | Sell |
112,796
-9,029
| -7% | -$1.41M | 0.45% | 33 |
|
|
2024
Q1 | $20.5M | Sell |
121,825
-4,853
| -4% | -$818K | 0.56% | 33 |
|
|
2023
Q4 | $18.9M | Buy |
126,678
+4,853
| +4% | +$724K | 0.51% | 31 |
|
|
2023
Q3 | $20.5M | Sell |
121,825
-222,637
| -65% | -$37.5M | 0.56% | 33 |
|
|
2023
Q2 | $54.2M | Buy |
344,462
+221,824
| +181% | +$34.9M | 1.22% | 9 |
|
|
2023
Q1 | $20M | Buy |
122,638
+4,561
| +4% | +$744K | 0.53% | 34 |
|
|
2022
Q4 | $21.2M | Buy |
118,077
+1,864
| +2% | +$335K | 0.59% | 28 |
|
|
2022
Q3 | $16.7M | Buy |
116,213
+61,137
| +111% | +$8.78M | 0.5% | 37 |
|
|
2022
Q2 | $7.98M | Sell |
55,076
-2,759
| -5% | -$400K | 0.34% | 64 |
|
|
2022
Q1 | $9.42M | Buy |
57,835
+5,425
| +10% | +$884K | 0.31% | 66 |
|
|
2021
Q4 | $6.15M | Buy |
52,410
+5,238
| +11% | +$615K | 0.18% | 122 |
|
|
2021
Q3 | $4.79M | Buy |
47,172
+4,571
| +11% | +$464K | 0.15% | 149 |
|
|
2021
Q2 | $4.46M | Buy |
42,601
+4,451
| +12% | +$466K | 0.15% | 167 |
|
|
2021
Q1 | $3.99M | Buy |
38,150
+5,232
| +16% | +$548K | 0.14% | 168 |
|
|
2020
Q4 | $2.78M | Sell |
32,918
-12,269
| -27% | -$1.04M | 0.15% | 156 |
|
|
2020
Q3 | $3.4M | Buy |
45,187
+4,894
| +12% | +$368K | 0.18% | 131 |
|
|
2020
Q2 | $3.6M | Sell |
40,293
-1,277
| -3% | -$114K | 0.24% | 103 |
|
|
2020
Q1 | $3.01M | Sell |
41,570
-6,183
| -13% | -$448K | 0.26% | 94 |
|
|
2019
Q4 | $5.76M | Buy |
47,753
+15,763
| +49% | +$1.9M | 0.49% | 43 |
|
|
2019
Q3 | $3.8M | Buy |
31,990
+1,995
| +7% | +$237K | 0.37% | 56 |
|
|
2019
Q2 | $3.73M | Sell |
29,995
-184
| -0.6% | -$22.9K | 0.41% | 53 |
|
|
2019
Q1 | $3.72M | Sell |
30,179
-1,757
| -6% | -$216K | 0.46% | 49 |
|
|
2018
Q4 | $3.48M | Sell |
31,936
-936
| -3% | -$102K | 0.49% | 44 |
|
|
2018
Q3 | $4.02M | Sell |
32,872
-1,213
| -4% | -$148K | 0.48% | 46 |
|
|
2018
Q2 | $4.31M | Buy |
34,085
+2,267
| +7% | +$287K | 0.57% | 39 |
|
|
2018
Q1 | $3.63M | Buy |
31,818
+219
| +0.7% | +$25K | 0.51% | 41 |
|
|
2017
Q4 | $3.96M | Sell |
31,599
-298
| -0.9% | -$37.3K | 0.53% | 40 |
|
|
2017
Q3 | $3.75M | Sell |
31,897
-501
| -2% | -$58.9K | 0.62% | 36 |
|
|
2017
Q2 | $3.38M | Buy |
32,398
+414
| +1% | +$43.2K | 0.61% | 33 |
|
|
2017
Q1 | $3.44M | Sell |
31,984
-1,555
| -5% | -$167K | 0.69% | 33 |
|
|
2016
Q4 | $3.95M | Sell |
33,539
-14,475
| -30% | -$1.7M | 0.8% | 24 |
|
|
2016
Q3 | $4.29M | Sell |
48,014
-3,425
| -7% | -$306K | 0.84% | 16 |
|
|
2016
Q2 | $4.69M | Buy |
51,439
+1,752
| +4% | +$160K | 0.94% | 11 |
|
|
2016
Q1 | $4.08M | Buy |
49,687
+1,734
| +4% | +$142K | 0.94% | 13 |
|
|
2015
Q4 | $4.32M | Buy |
47,953
+237
| +0.5% | +$21.3K | 0.87% | 15 |
|
|
2015
Q3 | $3.76M | Buy |
47,716
+3,301
| +7% | +$260K | 0.9% | 14 |
|
|
2015
Q2 | $4.29M | Sell |
44,415
-3,876
| -8% | -$374K | 1.07% | 9 |
|
|
2015
Q1 | $5.07M | Sell |
48,291
-6,926
| -13% | -$727K | 1.24% | 5 |
|
|
2014
Q4 | $33K | Buy |
55,217
+19,327
| +54% | +$11.5K | 0.7% | 14 |
|
|
2014
Q3 | $4.28M | Sell |
35,890
-41,446
| -54% | -$4.94M | 1.11% | 4 |
|
|
2014
Q2 | $5.42M | Buy |
77,336
+39,820
| +106% | +$2.79M | 1.27% | 2 |
|
|
2014
Q1 | $4.46M | Buy |
37,516
+759
| +2% | +$90.3K | 1.35% | 4 |
|
|
2013
Q4 | $4.59M | Buy |
36,757
+151
| +0.4% | +$18.9K | 1.47% | 5 |
|
|
2013
Q3 | $4.45M | Buy |
36,606
+995
| +3% | +$121K | 1.52% | 5 |
|
|
2013
Q2 | $4.21M | Buy |
+35,611
| New | +$4.21M | 1.43% | 6 |
|