FMWA
Forvis Mazars Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
48,058
-1,293
| -3% | -$185K | 0.15% | 76 |
|
|
2025
Q1 | $8.26M | Buy |
49,351
+2,349
| +5% | +$393K | 0.2% | 62 |
|
|
2024
Q4 | $6.81M | Sell |
47,002
-1,906
| -4% | -$276K | 0.16% | 76 |
|
|
2024
Q3 | $7.2M | Sell |
48,908
-775
| -2% | -$114K | 0.17% | 76 |
|
|
2024
Q2 | $7.77M | Sell |
49,683
-982
| -2% | -$154K | 0.19% | 66 |
|
|
2024
Q1 | $7.99M | Buy |
50,665
+1,957
| +4% | +$309K | 0.2% | 69 |
|
|
2023
Q4 | $7.27M | Sell |
48,708
-364
| -0.7% | -$54.3K | 0.2% | 67 |
|
|
2023
Q3 | $8.27M | Sell |
49,072
-7,873
| -14% | -$1.33M | 0.25% | 63 |
|
|
2023
Q2 | $8.96M | Buy |
56,945
+6,719
| +13% | +$1.06M | 0.26% | 66 |
|
|
2023
Q1 | $8.19M | Buy |
50,226
+1,730
| +4% | +$282K | 0.27% | 62 |
|
|
2022
Q4 | $8.7M | Sell |
48,496
-751
| -2% | -$135K | 0.3% | 60 |
|
|
2022
Q3 | $7.08M | Sell |
49,247
-815
| -2% | -$117K | 0.29% | 57 |
|
|
2022
Q2 | $7.25M | Buy |
50,062
+4,123
| +9% | +$597K | 0.29% | 54 |
|
|
2022
Q1 | $7.48M | Buy |
45,939
+3,555
| +8% | +$579K | 0.32% | 39 |
|
|
2021
Q4 | $4.97M | Buy |
42,384
+4,142
| +11% | +$486K | 0.21% | 53 |
|
|
2021
Q3 | $3.88M | Buy |
38,242
+6,669
| +21% | +$677K | 0.18% | 59 |
|
|
2021
Q2 | $3.31M | Sell |
31,573
-6,562
| -17% | -$687K | 0.15% | 69 |
|
|
2021
Q1 | $4M | Sell |
38,135
-3,743
| -9% | -$392K | 0.2% | 54 |
|
|
2020
Q4 | $3.54M | Buy |
41,878
+9,788
| +31% | +$827K | 0.18% | 63 |
|
|
2020
Q3 | $2.31M | Sell |
32,090
-1,335
| -4% | -$96.1K | 0.13% | 80 |
|
|
2020
Q2 | $2.98M | Buy |
33,425
+2,325
| +7% | +$207K | 0.19% | 57 |
|
|
2020
Q1 | $2.25M | Sell |
31,100
-5,797
| -16% | -$420K | 0.18% | 59 |
|
|
2019
Q4 | $4.45M | Buy |
36,897
+2,128
| +6% | +$256K | 0.32% | 42 |
|
|
2019
Q3 | $4.12M | Buy |
34,769
+2,536
| +8% | +$301K | 0.33% | 38 |
|
|
2019
Q2 | $4.01M | Sell |
32,233
-7,058
| -18% | -$878K | 0.33% | 38 |
|
|
2019
Q1 | $4.84M | Buy |
39,291
+7,467
| +23% | +$920K | 0.4% | 30 |
|
|
2018
Q4 | $3.46M | Buy |
31,824
+763
| +2% | +$83K | 0.35% | 35 |
|
|
2018
Q3 | $3.8M | Sell |
31,061
-435
| -1% | -$53.2K | 0.33% | 39 |
|
|
2018
Q2 | $3.98M | Buy |
31,496
+289
| +0.9% | +$36.5K | 0.39% | 32 |
|
|
2018
Q1 | $3.56M | Sell |
31,207
-128
| -0.4% | -$14.6K | 0.36% | 38 |
|
|
2017
Q4 | $3.92M | Sell |
31,335
-495
| -2% | -$62K | 0.39% | 31 |
|
|
2017
Q3 | $3.74M | Buy |
31,830
+1,957
| +7% | +$230K | 0.41% | 28 |
|
|
2017
Q2 | $3.12M | Buy |
29,873
+2,667
| +10% | +$278K | 0.35% | 39 |
|
|
2017
Q1 | $2.92M | Buy |
27,206
+625
| +2% | +$67.1K | 0.36% | 38 |
|
|
2016
Q4 | $3.13M | Buy |
26,581
+647
| +2% | +$76.2K | 0.41% | 37 |
|
|
2016
Q3 | $2.67M | Buy |
25,934
+748
| +3% | +$77K | 0.37% | 40 |
|
|
2016
Q2 | $2.64M | Buy |
25,186
+387
| +2% | +$40.6K | 0.39% | 39 |
|
|
2016
Q1 | $2.37M | Buy |
24,799
+2,978
| +14% | +$284K | 0.38% | 39 |
|
|
2015
Q4 | $1.96M | Sell |
21,821
-2,877
| -12% | -$259K | 0.3% | 42 |
|
|
2015
Q3 | $1.95M | Sell |
24,698
-3,985
| -14% | -$314K | 0.34% | 38 |
|
|
2015
Q2 | $2.77M | Sell |
28,683
-4,251
| -13% | -$410K | 0.41% | 32 |
|
|
2015
Q1 | $3.46M | Buy |
32,934
+2,496
| +8% | +$262K | 0.5% | 28 |
|
|
2014
Q4 | $3.42M | Buy |
30,438
+6,528
| +27% | +$732K | 0.56% | 27 |
|
|
2014
Q3 | $2.85M | Buy |
23,910
+123
| +0.5% | +$14.7K | 0.49% | 29 |
|
|
2014
Q2 | $3.11M | Sell |
23,787
-2,627
| -10% | -$343K | 0.53% | 28 |
|
|
2014
Q1 | $3.15M | Buy |
26,414
+310
| +1% | +$36.9K | 0.56% | 27 |
|
|
2013
Q4 | $3.26M | Buy |
26,104
+1,284
| +5% | +$160K | 0.6% | 23 |
|
|
2013
Q3 | $3.02M | Buy |
24,820
+599
| +2% | +$72.8K | 0.62% | 23 |
|
|
2013
Q2 | $2.87M | Buy |
+24,221
| New | +$2.87M | 2.27% | 7 |
|