FWP
FAS Wealth Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
42,441
+2,120
| +5% | +$304K | 0.45% | 49 |
|
|
2025
Q1 | $6.75M | Buy |
40,321
+1,940
| +5% | +$325K | 0.55% | 44 |
|
|
2024
Q4 | $5.56M | Buy |
38,381
+754
| +2% | +$109K | 0.47% | 51 |
|
|
2024
Q3 | $5.54M | Buy |
37,627
+2,495
| +7% | +$367K | 0.44% | 51 |
|
|
2024
Q2 | $5.5M | Buy |
35,132
+1,283
| +4% | +$201K | 0.47% | 46 |
|
|
2024
Q1 | $5.34M | Buy |
33,849
+1,239
| +4% | +$195K | 0.47% | 46 |
|
|
2023
Q4 | $4.86M | Buy |
32,610
+2,717
| +9% | +$405K | 0.46% | 49 |
|
|
2023
Q3 | $5.04M | Buy |
29,893
+1,517
| +5% | +$256K | 0.54% | 40 |
|
|
2023
Q2 | $4.47M | Buy |
28,376
+2,326
| +9% | +$366K | 0.56% | 40 |
|
|
2023
Q1 | $4.25M | Sell |
26,050
-2,596
| -9% | -$424K | 0.46% | 49 |
|
|
2022
Q4 | $5.14M | Buy |
28,646
+2,544
| +10% | +$457K | 0.58% | 42 |
|
|
2022
Q3 | $3.75M | Buy |
26,102
+4,199
| +19% | +$603K | 0.42% | 46 |
|
|
2022
Q2 | $3.17M | Buy |
21,903
+3,779
| +21% | +$547K | 0.33% | 54 |
|
|
2022
Q1 | $2.95M | Buy |
18,124
+2,602
| +17% | +$424K | 0.28% | 56 |
|
|
2021
Q4 | $1.82M | Buy |
15,522
+1,752
| +13% | +$206K | 0.17% | 87 |
|
|
2021
Q3 | $1.4M | Buy |
13,770
+1,866
| +16% | +$189K | 0.13% | 103 |
|
|
2021
Q2 | $1.25M | Buy |
11,904
+1,885
| +19% | +$197K | 0.12% | 110 |
|
|
2021
Q1 | $1.05M | Buy |
10,019
+52
| +0.5% | +$5.45K | 0.11% | 119 |
|
|
2020
Q4 | $842K | Sell |
9,967
-1,435
| -13% | -$121K | 0.1% | 130 |
|
|
2020
Q3 | $821K | Buy |
11,402
+351
| +3% | +$25.3K | 0.11% | 127 |
|
|
2020
Q2 | $986K | Buy |
11,051
+138
| +1% | +$12.3K | 0.15% | 104 |
|
|
2020
Q1 | $791K | Buy |
10,913
+203
| +2% | +$14.7K | 0.14% | 106 |
|
|
2019
Q4 | $1.29M | Buy |
10,710
+66
| +0.6% | +$7.96K | 0.22% | 75 |
|
|
2019
Q3 | $1.26M | Buy |
10,644
+445
| +4% | +$52.8K | 0.23% | 73 |
|
|
2019
Q2 | $1.27M | Sell |
10,199
-1,741
| -15% | -$217K | 0.24% | 71 |
|
|
2019
Q1 | $1.47M | Sell |
11,940
-34
| -0.3% | -$4.19K | 0.29% | 66 |
|
|
2018
Q4 | $1.3M | Sell |
11,974
-536
| -4% | -$58.3K | 0.3% | 66 |
|
|
2018
Q3 | $1.53M | Buy |
12,510
+101
| +0.8% | +$12.4K | 0.35% | 54 |
|
|
2018
Q2 | $1.57M | Sell |
12,409
-38
| -0.3% | -$4.81K | 0.42% | 51 |
|
|
2018
Q1 | $1.42M | Sell |
12,447
-148
| -1% | -$16.9K | 0.41% | 51 |
|
|
2017
Q4 | $1.58M | Buy |
12,595
+88
| +0.7% | +$11K | 0.41% | 49 |
|
|
2017
Q3 | $1.47M | Buy |
12,507
+99
| +0.8% | +$11.6K | 0.41% | 48 |
|
|
2017
Q2 | $1.29M | Buy |
12,408
+2
| +0% | +$209 | 0.39% | 46 |
|
|
2017
Q1 | $1.33M | Buy |
12,406
+98
| +0.8% | +$10.5K | 0.41% | 45 |
|
|
2016
Q4 | $1.45M | Buy |
12,308
+573
| +5% | +$67.5K | 0.43% | 36 |
|
|
2016
Q3 | $1.21M | Buy |
11,735
+913
| +8% | +$94K | 0.4% | 37 |
|
|
2016
Q2 | $1.13M | Buy |
10,822
+272
| +3% | +$28.5K | 0.42% | 32 |
|
|
2016
Q1 | $1.01M | Buy |
10,550
+285
| +3% | +$27.2K | 0.52% | 22 |
|
|
2015
Q4 | $923K | Sell |
10,265
-3,276
| -24% | -$295K | 0.46% | 26 |
|
|
2015
Q3 | $1.07M | Sell |
13,541
-1,447
| -10% | -$114K | 0.62% | 16 |
|
|
2015
Q2 | $1.45M | Buy |
14,988
+26
| +0.2% | +$2.51K | 0.72% | 15 |
|
|
2015
Q1 | $1.57M | Buy |
14,962
+4,225
| +39% | +$444K | 0.8% | 13 |
|
|
2014
Q4 | $1.2M | Buy |
10,737
+2,167
| +25% | +$243K | 0.64% | 18 |
|
|
2014
Q3 | $1.02M | Sell |
8,570
-811
| -9% | -$96.8K | 0.59% | 20 |
|
|
2014
Q2 | $1.23M | Buy |
9,381
+7
| +0.1% | +$914 | 0.71% | 18 |
|
|
2014
Q1 | $1.12M | Buy |
9,374
+408
| +5% | +$48.5K | 0.76% | 12 |
|
|
2013
Q4 | $1.12M | Buy |
+8,966
| New | +$1.12M | 0.67% | 13 |
|