BWA
BDO Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.94M | Buy |
18,684
+96
| +0.5% | +$15.1K | 0.34% | 67 |
|
|
2023
Q1 | $3.03M | Sell |
18,588
-1,723
| -8% | -$281K | 0.37% | 59 |
|
|
2022
Q4 | $3.65M | Sell |
20,311
-183
| -0.9% | -$32.8K | 0.45% | 41 |
|
|
2022
Q3 | $2.94M | Sell |
20,494
-2,181
| -10% | -$313K | 0.39% | 51 |
|
|
2022
Q2 | $3.28M | Sell |
22,675
-1,505
| -6% | -$218K | 0.4% | 44 |
|
|
2022
Q1 | $3.94M | Sell |
24,180
-420
| -2% | -$68.4K | 0.42% | 45 |
|
|
2021
Q4 | $2.89M | Buy |
24,600
+464
| +2% | +$54.5K | 0.31% | 64 |
|
|
2021
Q3 | $2.45M | Sell |
24,136
-1,232
| -5% | -$125K | 0.27% | 66 |
|
|
2021
Q2 | $2.66M | Sell |
25,368
-2,513
| -9% | -$263K | 0.29% | 64 |
|
|
2021
Q1 | $2.92M | Buy |
27,881
+7,710
| +38% | +$808K | 0.34% | 52 |
|
|
2020
Q4 | $1.7M | Sell |
20,171
-817
| -4% | -$69K | 0.24% | 72 |
|
|
2020
Q3 | $1.51M | Sell |
20,988
-1,139
| -5% | -$82K | 0.25% | 73 |
|
|
2020
Q2 | $1.97M | Buy |
22,127
+385
| +2% | +$34.3K | 0.35% | 57 |
|
|
2020
Q1 | $1.58M | Buy |
21,742
+4,701
| +28% | +$341K | 0.32% | 67 |
|
|
2019
Q4 | $2.05M | Sell |
17,041
-968
| -5% | -$117K | 0.53% | 39 |
|
|
2019
Q3 | $2.14M | Buy |
18,009
+137
| +0.8% | +$16.2K | 0.55% | 37 |
|
|
2019
Q2 | $2.22M | Buy |
17,872
+1,030
| +6% | +$128K | 0.61% | 34 |
|
|
2019
Q1 | $2.08M | Buy |
16,842
+837
| +5% | +$103K | 0.6% | 38 |
|
|
2018
Q4 | $1.74M | Buy |
16,005
+955
| +6% | +$104K | 0.6% | 38 |
|
|
2018
Q3 | $1.84M | Sell |
15,050
-48
| -0.3% | -$5.87K | 0.59% | 34 |
|
|
2018
Q2 | $1.91M | Buy |
15,098
+1,441
| +11% | +$182K | 0.65% | 31 |
|
|
2018
Q1 | $1.56M | Buy |
13,657
+2,246
| +20% | +$256K | 0.58% | 34 |
|
|
2017
Q4 | $1.43M | Buy |
11,411
+268
| +2% | +$33.6K | 0.64% | 26 |
|
|
2017
Q3 | $1.31M | Sell |
11,143
-1,540
| -12% | -$181K | 0.65% | 26 |
|
|
2017
Q2 | $1.32M | Buy |
+12,683
| New | +$1.32M | 0.58% | 31 |
|