FTWA
Fifth Third Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
42,811
+4,166
| +11% | +$597K | 0.26% | 65 |
|
|
2025
Q1 | $6.46M | Buy |
38,645
+5,372
| +16% | +$899K | 0.33% | 47 |
|
|
2024
Q4 | $4.82M | Sell |
33,273
-3,726
| -10% | -$540K | 0.26% | 59 |
|
|
2024
Q3 | $5.45M | Buy |
36,999
+4,113
| +13% | +$606K | 0.33% | 48 |
|
|
2024
Q2 | $5.14M | Buy |
32,886
+17,877
| +119% | +$2.8M | 0.39% | 42 |
|
|
2024
Q1 | $2.37M | Buy |
15,009
+3,565
| +31% | +$562K | 0.37% | 53 |
|
|
2023
Q4 | $1.71M | Sell |
11,444
-2,414
| -17% | -$360K | 0.55% | 44 |
|
|
2023
Q3 | $2.34M | Buy |
13,858
+6,171
| +80% | +$1.04M | 0.94% | 24 |
|
|
2023
Q2 | $1.21M | Buy |
7,687
+3,694
| +93% | +$581K | 0.78% | 36 |
|
|
2023
Q1 | $651K | Buy |
+3,993
| New | +$651K | 1.21% | 30 |
|