CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
11,630
-363
| -3% | -$52K | 0.03% | 137 |
|
|
2025
Q1 | $2.01M | Sell |
11,993
-2,264
| -16% | -$379K | 0.04% | 125 |
|
|
2024
Q4 | $2.06M | Buy |
14,257
+1,480
| +12% | +$214K | 0.04% | 113 |
|
|
2024
Q3 | $1.88M | Sell |
12,777
-105
| -0.8% | -$15.5K | 0.04% | 119 |
|
|
2024
Q2 | $2.01M | Buy |
12,882
+398
| +3% | +$62.3K | 0.04% | 106 |
|
|
2024
Q1 | $1.97M | Buy |
12,484
+330
| +3% | +$52.1K | 0.04% | 99 |
|
|
2023
Q4 | $1.81M | Buy |
12,154
+467
| +4% | +$69.7K | 0.05% | 110 |
|
|
2023
Q3 | $1.97M | Buy |
11,687
+89
| +0.8% | +$15K | 0.06% | 97 |
|
|
2023
Q2 | $1.82M | Sell |
11,598
-1,325
| -10% | -$208K | 0.05% | 109 |
|
|
2023
Q1 | $2.11M | Buy |
12,923
+2,208
| +21% | +$360K | 0.06% | 98 |
|
|
2022
Q4 | $1.92M | Buy |
10,715
+340
| +3% | +$61K | 0.07% | 106 |
|
|
2022
Q3 | $1.49M | Buy |
10,375
+337
| +3% | +$48.4K | 0.18% | 46 |
|
|
2022
Q2 | $1.45M | Sell |
10,038
-1,351
| -12% | -$196K | 0.06% | 118 |
|
|
2022
Q1 | $1.85M | Buy |
11,389
+839
| +8% | +$137K | 0.07% | 110 |
|
|
2021
Q4 | $1.24M | Sell |
10,550
-152
| -1% | -$17.8K | 0.05% | 121 |
|
|
2021
Q3 | $1.09M | Sell |
10,702
-58
| -0.5% | -$5.89K | 0.04% | 139 |
|
|
2021
Q2 | $1.13M | Buy |
10,760
+19
| +0.2% | +$1.99K | 0.05% | 139 |
|
|
2021
Q1 | $1.13M | Sell |
10,741
-1,698
| -14% | -$178K | 0.05% | 120 |
|
|
2020
Q4 | $1.05M | Buy |
12,439
+3
| +0% | +$253 | 0.05% | 114 |
|
|
2020
Q3 | $895K | Sell |
12,436
-1,080
| -8% | -$77.7K | 0.05% | 118 |
|
|
2020
Q2 | $1.21M | Buy |
+13,516
| New | +$1.21M | 0.07% | 100 |
|
|
2019
Q4 | $1.8M | Sell |
14,930
-239
| -2% | -$28.8K | 0.14% | 81 |
|
|
2019
Q3 | $1.8M | Buy |
+15,169
| New | +$1.8M | 0.16% | 74 |
|
|
2017
Q4 | – | Sell |
-15,125
| Closed | -$1.78M | – | 130 |
|
|
2017
Q3 | $1.78M | Sell |
15,125
-804
| -5% | -$94.5K | 0.19% | 64 |
|
|
2017
Q2 | $1.66M | Buy |
15,929
+2,541
| +19% | +$265K | 0.19% | 67 |
|
|
2017
Q1 | $1.44M | Sell |
13,388
-778
| -5% | -$83.5K | 0.16% | 77 |
|
|
2016
Q4 | $1.67M | Buy |
14,166
+1,603
| +13% | +$189K | 0.19% | 64 |
|
|
2016
Q3 | $1.29M | Buy |
12,563
+381
| +3% | +$39.2K | 0.16% | 75 |
|
|
2016
Q2 | $1.28M | Buy |
+12,182
| New | +$1.28M | 0.18% | 68 |
|
|
2015
Q3 | – | Sell |
-8,637
| Closed | -$833K | – | 115 |
|
|
2015
Q2 | $833K | Buy |
+8,637
| New | +$833K | 0.17% | 76 |
|