FWA
FSM Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
10,349
+4,299
| +71% | +$634K | 0.25% | 60 |
|
|
2025
Q1 | $1.01M | Sell |
6,050
-902
| -13% | -$151K | 0.23% | 60 |
|
|
2024
Q4 | $1.11M | Sell |
6,952
-357
| -5% | -$56.9K | 0.27% | 51 |
|
|
2024
Q3 | $1.08M | Buy |
7,309
+108
| +1% | +$15.9K | 0.29% | 52 |
|
|
2024
Q2 | $1.13M | Sell |
7,201
-114
| -2% | -$17.8K | 0.38% | 48 |
|
|
2024
Q1 | $1.15M | Buy |
7,315
+298
| +4% | +$47K | 0.41% | 46 |
|
|
2023
Q4 | $1.05M | Buy |
7,017
+1,594
| +29% | +$238K | 0.45% | 45 |
|
|
2023
Q3 | $914K | Buy |
5,423
+207
| +4% | +$34.9K | 0.46% | 44 |
|
|
2023
Q2 | $825K | Buy |
5,216
+906
| +21% | +$143K | 0.41% | 50 |
|
|
2023
Q1 | $703K | Buy |
4,310
+669
| +18% | +$109K | 0.41% | 58 |
|
|
2022
Q4 | $653K | Sell |
3,641
-547
| -13% | -$98.2K | 0.46% | 54 |
|
|
2022
Q3 | $602K | Buy |
4,188
+1,473
| +54% | +$212K | 0.5% | 51 |
|
|
2022
Q2 | $416K | Buy |
+2,715
| New | +$416K | 0.41% | 67 |
|