CWA
Canvas Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
2,269
+403
| +22% | +$63K | 0.07% | 127 |
|
|
2025
Q1 | $256K | Sell |
1,866
-161
| -8% | -$22.1K | 0.07% | 153 |
|
|
2024
Q4 | $294K | Sell |
2,027
-1,030
| -34% | -$149K | 0.07% | 131 |
|
|
2024
Q3 | $450K | Buy |
3,057
+1,186
| +63% | +$175K | 0.12% | 98 |
|
|
2024
Q2 | $299K | Buy |
1,871
+80
| +4% | +$12.8K | 0.09% | 112 |
|
|
2024
Q1 | $280K | Buy |
+1,791
| New | +$280K | 0.09% | 105 |
|
|
2023
Q2 | – | Sell |
-1,274
| Closed | -$213K | – | 131 |
|
|
2023
Q1 | $213K | Sell |
1,274
-134
| -10% | -$22.4K | 0.09% | 132 |
|
|
2022
Q4 | $250K | Buy |
+1,408
| New | +$250K | 0.1% | 125 |
|