CWA
Clarus Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,369
| Closed | -$230K | – | 129 |
|
|
2023
Q1 | $230K | Sell |
1,369
-1,029
| -43% | -$173K | 0.14% | 109 |
|
|
2022
Q4 | $422K | Sell |
2,398
-377
| -14% | -$66.4K | 0.28% | 78 |
|
|
2022
Q3 | $436K | Buy |
2,775
+217
| +8% | +$34.1K | 0.31% | 61 |
|
|
2022
Q2 | $362K | Hold |
2,558
| – | – | 0.25% | 73 |
|
|
2022
Q1 | $424K | Sell |
2,558
-19
| -0.7% | -$3.15K | 0.26% | 68 |
|
|
2021
Q4 | $328K | Hold |
2,577
| – | – | 0.19% | 77 |
|
|
2021
Q3 | $273K | Buy |
+2,577
| New | +$273K | 0.17% | 85 |
|
|
2021
Q2 | – | Sell |
-8,257
| Closed | -$850K | – | 105 |
|
|
2021
Q1 | $850K | Sell |
8,257
-109
| -1% | -$11.2K | 0.53% | 42 |
|
|
2020
Q4 | $766K | Sell |
8,366
-6
| -0.1% | -$549 | 0.51% | 40 |
|
|
2020
Q3 | $605K | Sell |
8,372
-380
| -4% | -$27.5K | 0.47% | 42 |
|
|
2020
Q2 | $755K | Buy |
8,752
+69
| +0.8% | +$5.95K | 0.64% | 34 |
|
|
2020
Q1 | $652K | Sell |
8,683
-100
| -1% | -$7.51K | 0.65% | 39 |
|
|
2019
Q4 | $1.03M | Sell |
8,783
-590
| -6% | -$69.3K | 0.68% | 30 |
|
|
2019
Q3 | $1.11M | Sell |
9,373
-2,723
| -23% | -$323K | 0.81% | 21 |
|
|
2019
Q2 | $1.51M | Sell |
12,096
-869
| -7% | -$108K | 1.09% | 17 |
|
|
2019
Q1 | $1.6M | Buy |
12,965
+3
| +0% | +$370 | 1.19% | 16 |
|
|
2018
Q4 | $1.41M | Buy |
12,962
+7
| +0.1% | +$761 | 2.22% | 5 |
|
|
2018
Q3 | $1.58M | Buy |
12,955
+7,834
| +153% | +$958K | 1.03% | 11 |
|
|
2018
Q2 | $584K | Hold |
5,121
| – | – | 0.44% | 24 |
|
|
2018
Q1 | $584K | Sell |
5,121
-8,129
| -61% | -$927K | 0.54% | 24 |
|
|
2017
Q4 | $1.66M | Buy |
+13,250
| New | +$1.66M | 1.6% | 10 |
|