BWA
Blodgett Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
3,618
| – | – | 0.41% | 35 |
|
|
2025
Q1 | $605K | Sell |
3,618
-225
| -6% | -$37.6K | 0.52% | 32 |
|
|
2024
Q4 | $557K | Sell |
3,843
-100
| -3% | -$14.5K | 0.44% | 32 |
|
|
2024
Q3 | $581K | Buy |
3,943
+451
| +13% | +$66.4K | 0.49% | 30 |
|
|
2024
Q2 | $546K | Sell |
3,492
-50
| -1% | -$7.82K | 0.46% | 29 |
|
|
2024
Q1 | $559K | Sell |
3,542
-1,149
| -24% | -$181K | 0.5% | 29 |
|
|
2023
Q4 | $700K | Buy |
4,691
+125
| +3% | +$18.6K | 0.71% | 25 |
|
|
2023
Q3 | $770K | Buy |
4,566
+1
| +0% | +$169 | 0.84% | 26 |
|
|
2023
Q2 | $718K | Buy |
4,565
+900
| +25% | +$142K | 0.74% | 28 |
|
|
2023
Q1 | $598K | Buy |
3,665
+34
| +0.9% | +$5.55K | 0.69% | 32 |
|
|
2022
Q4 | $652K | Sell |
3,631
-1,000
| -22% | -$179K | 0.79% | 31 |
|
|
2022
Q3 | $665K | Buy |
4,631
+2,171
| +88% | +$312K | 0.8% | 30 |
|
|
2022
Q2 | $356K | Buy |
2,460
+79
| +3% | +$11.4K | 0.39% | 46 |
|
|
2022
Q1 | $388K | Sell |
2,381
-575
| -19% | -$93.7K | 0.32% | 51 |
|
|
2021
Q4 | $347K | Buy |
+2,956
| New | +$347K | 0.27% | 63 |
|