BWA
Burt Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,701
-150
| -8% | -$21.5K | 0.06% | 107 |
|
|
2025
Q1 | $310K | Hold |
1,851
| – | – | 0.08% | 88 |
|
|
2024
Q4 | $268K | Buy |
1,851
+16
| +0.9% | +$2.32K | 0.07% | 99 |
|
|
2024
Q3 | $270K | Sell |
1,835
-71
| -4% | -$10.5K | 0.07% | 102 |
|
|
2024
Q2 | $298K | Sell |
1,906
-22
| -1% | -$3.44K | 0.08% | 89 |
|
|
2024
Q1 | $304K | Sell |
1,928
-38
| -2% | -$5.99K | 0.08% | 88 |
|
|
2023
Q4 | $293K | Hold |
1,966
| – | – | 0.08% | 85 |
|
|
2023
Q3 | $332K | Hold |
1,966
| – | – | 0.1% | 74 |
|
|
2023
Q2 | $309K | Sell |
1,966
-8
| -0.4% | -$1.26K | 0.09% | 81 |
|
|
2023
Q1 | $322K | Buy |
1,974
+162
| +9% | +$26.4K | 0.1% | 77 |
|
|
2022
Q4 | $325K | Hold |
1,812
| – | – | 0.11% | 76 |
|
|
2022
Q3 | $260K | Buy |
+1,812
| New | +$260K | 0.1% | 73 |
|
|
2022
Q2 | – | Sell |
-1,256
| Closed | -$205K | – | 94 |
|
|
2022
Q1 | $205K | Buy |
+1,256
| New | +$205K | 0.06% | 98 |
|
|
2021
Q1 | – | Sell |
-756
| Closed | -$64K | – | 145 |
|
|
2020
Q4 | $64K | Hold |
756
| – | – | 0.02% | 161 |
|
|
2020
Q3 | $54K | Sell |
756
-10
| -1% | -$714 | 0.02% | 168 |
|
|
2020
Q2 | $68K | Sell |
766
-90
| -11% | -$7.99K | 0.03% | 153 |
|
|
2020
Q1 | $62K | Sell |
856
-463
| -35% | -$33.5K | 0.03% | 150 |
|
|
2019
Q4 | $159K | Buy |
1,319
+100
| +8% | +$12.1K | 0.06% | 98 |
|
|
2019
Q3 | $145K | Sell |
1,219
-121
| -9% | -$14.4K | 0.06% | 102 |
|
|
2019
Q2 | $167K | Sell |
1,340
-100
| -7% | -$12.5K | 0.07% | 94 |
|
|
2019
Q1 | $177K | Hold |
1,440
| – | – | 0.08% | 89 |
|
|
2018
Q4 | $157K | Sell |
1,440
-250
| -15% | -$27.3K | 0.07% | 93 |
|
|
2018
Q3 | $207K | Sell |
1,690
-1,031
| -38% | -$126K | 0.09% | 80 |
|
|
2018
Q2 | $344K | Hold |
2,721
| – | – | 0.16% | 49 |
|
|
2018
Q1 | $310K | Hold |
2,721
| – | – | 0.16% | 56 |
|
|
2017
Q4 | $341K | Buy |
2,721
+231
| +9% | +$28.9K | 0.21% | 52 |
|
|
2017
Q3 | $293K | Buy |
2,490
+100
| +4% | +$11.8K | 0.19% | 54 |
|
|
2017
Q2 | $249K | Buy |
2,390
+484
| +25% | +$50.4K | 0.17% | 57 |
|
|
2017
Q1 | $205K | Sell |
1,906
-182
| -9% | -$19.6K | 0.15% | 60 |
|
|
2016
Q4 | $246K | Sell |
2,088
-510
| -20% | -$60.1K | 0.22% | 59 |
|
|
2016
Q3 | $267K | Hold |
2,598
| – | – | 0.29% | 49 |
|
|
2016
Q2 | $272K | Sell |
2,598
-439
| -14% | -$46K | 0.3% | 43 |
|
|
2016
Q1 | $290K | Buy |
3,037
+240
| +9% | +$22.9K | 0.26% | 42 |
|
|
2015
Q4 | $251K | Hold |
2,797
| – | – | 0.2% | 52 |
|
|
2015
Q3 | $220K | Buy |
2,797
+1
| +0% | +$79 | 0.27% | 48 |
|
|
2015
Q2 | $269K | Hold |
2,796
| – | – | 0.29% | 48 |
|
|
2015
Q1 | $293K | Sell |
2,796
-210
| -7% | -$22K | 0.3% | 37 |
|
|
2014
Q4 | $337K | Buy |
+3,006
| New | +$337K | 0.36% | 37 |
|