EWA
EverSource Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Sell |
45,199
-20,201
| -31% | -$2.89M | 0.29% | 80 |
|
|
2025
Q1 | $10.9M | Sell |
65,400
-1,741
| -3% | -$291K | 0.6% | 36 |
|
|
2024
Q4 | $9.72M | Sell |
67,141
-105
| -0.2% | -$15.2K | 0.55% | 42 |
|
|
2024
Q3 | $9.9M | Sell |
67,246
-5,403
| -7% | -$796K | 0.63% | 38 |
|
|
2024
Q2 | $11.7M | Buy |
72,649
+7,421
| +11% | +$1.19M | 0.77% | 29 |
|
|
2024
Q1 | $10.5M | Buy |
65,228
+19,124
| +41% | +$3.08M | 0.83% | 26 |
|
|
2023
Q4 | $6.88M | Buy |
46,104
+2,152
| +5% | +$321K | 0.63% | 35 |
|
|
2023
Q3 | $7.41M | Buy |
43,952
+1,038
| +2% | +$175K | 0.79% | 28 |
|
|
2023
Q2 | $6.75M | Buy |
42,914
+4,369
| +11% | +$687K | 0.74% | 30 |
|
|
2023
Q1 | $6.29M | Buy |
38,545
+1,391
| +4% | +$227K | 0.78% | 28 |
|
|
2022
Q4 | $6.67M | Buy |
37,154
+26,660
| +254% | +$4.79M | 1.01% | 19 |
|
|
2022
Q3 | $1.51M | Buy |
10,494
+2,619
| +33% | +$376K | 0.35% | 52 |
|
|
2022
Q2 | $1.14M | Buy |
7,875
+1,886
| +31% | +$273K | 0.29% | 59 |
|
|
2022
Q1 | $974K | Buy |
5,989
+1,491
| +33% | +$242K | 0.25% | 74 |
|
|
2021
Q4 | $528K | Buy |
+4,498
| New | +$528K | 0.15% | 111 |
|