CWA
Consilio Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,567
| Closed | -$262K | – | 86 |
|
|
2025
Q1 | $262K | Buy |
1,567
+167
| +12% | +$27.9K | 0.11% | 57 |
|
|
2024
Q4 | $203K | Buy |
+1,400
| New | +$203K | 0.08% | 70 |
|
|
2024
Q3 | – | Sell |
-1,390
| Closed | -$217K | – | 75 |
|
|
2024
Q2 | $217K | Buy |
1,390
+72
| +5% | +$11.3K | 0.1% | 58 |
|
|
2024
Q1 | $208K | Buy |
+1,318
| New | +$208K | 0.1% | 60 |
|