CWA
Clearview Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
10,561
-21
| -0.2% | -$3.01K | 1.05% | 25 |
|
|
2025
Q1 | $1.77M | Sell |
10,582
-137
| -1% | -$22.9K | 1.32% | 17 |
|
|
2024
Q4 | $1.55M | Sell |
10,719
-45
| -0.4% | -$6.52K | 1.18% | 22 |
|
|
2024
Q3 | $1.59M | Sell |
10,764
-345
| -3% | -$50.8K | 1.22% | 20 |
|
|
2024
Q2 | $1.74M | Sell |
11,109
-233
| -2% | -$36.4K | 1.52% | 18 |
|
|
2024
Q1 | $1.79M | Sell |
11,342
-224
| -2% | -$35.3K | 1.83% | 12 |
|
|
2023
Q4 | $1.73M | Sell |
11,566
-162
| -1% | -$24.2K | 2.01% | 11 |
|
|
2023
Q3 | $1.98M | Sell |
11,728
-366
| -3% | -$61.7K | 2.45% | 6 |
|
|
2023
Q2 | $1.9M | Sell |
12,094
-39
| -0.3% | -$6.14K | 1.93% | 10 |
|
|
2023
Q1 | $1.98M | Sell |
12,133
-2,396
| -16% | -$391K | 2.01% | 8 |
|
|
2022
Q4 | $2.61M | Sell |
14,529
-12
| -0.1% | -$2.15K | 2.02% | 11 |
|
|
2022
Q3 | $2.09M | Buy |
14,541
+219
| +2% | +$31.5K | 1.66% | 11 |
|
|
2022
Q2 | $2.07M | Buy |
14,322
+55
| +0.4% | +$7.97K | 1.55% | 12 |
|
|
2022
Q1 | $2.32M | Sell |
14,267
-282
| -2% | -$45.9K | 1.53% | 14 |
|
|
2021
Q4 | $1.71M | Buy |
14,549
+840
| +6% | +$98.6K | 1.04% | 21 |
|
|
2021
Q3 | $1.39M | Buy |
13,709
+661
| +5% | +$67.1K | 0.88% | 25 |
|
|
2021
Q2 | $1.37M | Buy |
13,048
+57
| +0.4% | +$5.97K | 0.84% | 24 |
|
|
2021
Q1 | $1.36M | Buy |
12,991
+568
| +5% | +$59.5K | 0.88% | 26 |
|
|
2020
Q4 | $1.05M | Buy |
+12,423
| New | +$1.05M | 0.7% | 32 |
|