EWA
Etesian Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
9,869
-46
| -0.5% | -$6.59K | 0.53% | 52 |
|
|
2025
Q1 | $1.66M | Sell |
9,915
-133
| -1% | -$22.3K | 0.72% | 39 |
|
|
2024
Q4 | $1.46M | Buy |
10,048
+817
| +9% | +$118K | 0.64% | 46 |
|
|
2024
Q3 | $1.36M | Buy |
9,231
+46
| +0.5% | +$6.77K | 0.62% | 50 |
|
|
2024
Q2 | $1.44M | Sell |
9,185
-42
| -0.5% | -$6.57K | 0.81% | 36 |
|
|
2024
Q1 | $1.46M | Sell |
9,227
-214
| -2% | -$33.8K | 0.83% | 40 |
|
|
2023
Q4 | $1.41M | Buy |
9,441
+10
| +0.1% | +$1.5K | 0.85% | 40 |
|
|
2023
Q3 | $1.59M | Sell |
9,431
-205
| -2% | -$34.6K | 1.07% | 31 |
|
|
2023
Q2 | $1.52M | Sell |
9,636
-258
| -3% | -$40.6K | 0.99% | 34 |
|
|
2023
Q1 | $1.61M | Buy |
9,894
+37
| +0.4% | +$6.04K | 1.07% | 33 |
|
|
2022
Q4 | $1.77M | Buy |
+9,857
| New | +$1.77M | 1.29% | 26 |
|