EWA
Encompass Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
3,867
+4
| +0.1% | +$573 | 0.2% | 55 |
|
|
2025
Q1 | $646K | Sell |
3,863
-80
| -2% | -$13.4K | 0.26% | 53 |
|
|
2024
Q4 | $571K | Sell |
3,943
-2,261
| -36% | -$327K | 0.23% | 56 |
|
|
2024
Q3 | $914K | Buy |
6,204
+251
| +4% | +$37K | 0.23% | 90 |
|
|
2024
Q2 | $931K | Sell |
5,953
-243
| -4% | -$38K | 0.25% | 84 |
|
|
2024
Q1 | $977K | Sell |
6,196
-2
| -0% | -$315 | 0.26% | 83 |
|
|
2023
Q4 | $924K | Buy |
6,198
+112
| +2% | +$16.7K | 0.28% | 70 |
|
|
2023
Q3 | $1.03M | Sell |
6,086
-23
| -0.4% | -$3.88K | 0.34% | 59 |
|
|
2023
Q2 | $961K | Sell |
6,109
-13
| -0.2% | -$2.05K | 0.31% | 60 |
|
|
2023
Q1 | $999K | Buy |
6,122
+2,200
| +56% | +$359K | 0.34% | 57 |
|
|
2022
Q4 | $704K | Sell |
3,922
-11
| -0.3% | -$1.97K | 0.26% | 70 |
|
|
2022
Q3 | $565K | Sell |
3,933
-59
| -1% | -$8.48K | 0.21% | 90 |
|
|
2022
Q2 | $578K | Sell |
3,992
-84
| -2% | -$12.2K | 0.2% | 93 |
|
|
2022
Q1 | $664K | Buy |
4,076
+169
| +4% | +$27.5K | 0.17% | 105 |
|
|
2021
Q4 | $458K | Sell |
3,907
-1
| -0% | -$117 | 0.11% | 137 |
|
|
2021
Q3 | $396K | Sell |
3,908
-2,202
| -36% | -$223K | 0.1% | 147 |
|
|
2021
Q2 | $640K | Buy |
6,110
+100
| +2% | +$10.5K | 0.16% | 115 |
|
|
2021
Q1 | $637K | Sell |
6,010
-316
| -5% | -$33.5K | 0.16% | 110 |
|
|
2020
Q4 | $534K | Buy |
+6,326
| New | +$534K | 0.31% | 59 |
|