CPWA
Cerro Pacific Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
24,883
-2,741
| -10% | -$392K | 0.99% | 26 |
|
|
2025
Q1 | $4M | Sell |
27,624
-5,937
| -18% | -$860K | 1.3% | 21 |
|
|
2024
Q4 | $4.94M | Sell |
33,561
-51
| -0.2% | -$7.51K | 1.64% | 19 |
|
|
2024
Q3 | $5.26M | Buy |
33,612
+6,035
| +22% | +$944K | 1.99% | 13 |
|
|
2024
Q2 | $4.31M | Buy |
+27,577
| New | +$4.31M | 1.65% | 13 |
|
|
2023
Q1 | $3.99M | Buy |
24,452
+177
| +0.7% | +$28.9K | 2.21% | 11 |
|
|
2022
Q4 | $4.36M | Buy |
24,275
+116
| +0.5% | +$20.8K | 2.31% | 8 |
|
|
2022
Q3 | $3.47M | Buy |
24,159
+14,346
| +146% | +$2.06M | 2.11% | 10 |
|
|
2022
Q2 | $1.42M | Sell |
9,813
-748
| -7% | -$108K | 0.89% | 26 |
|
|
2022
Q1 | $1.72M | Sell |
10,561
-368
| -3% | -$59.9K | 1.05% | 21 |
|
|
2021
Q4 | $1.28M | Sell |
10,929
-1,426
| -12% | -$167K | 0.81% | 27 |
|
|
2021
Q3 | $1.25M | Sell |
12,355
-3,910
| -24% | -$397K | 0.9% | 23 |
|
|
2021
Q2 | $1.7M | Buy |
+16,265
| New | +$1.7M | 1.26% | 15 |
|
|
2020
Q4 | $2.88M | Buy |
+34,100
| New | +$2.88M | 1.72% | 11 |
|