GWAG
Garrett Wealth Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
13,232
-988
| -7% | -$141K | 0.4% | 23 |
|
|
2025
Q1 | $2.38M | Buy |
14,220
+1,290
| +10% | +$216K | 0.53% | 21 |
|
|
2024
Q4 | $1.87M | Sell |
12,930
-4,389
| -25% | -$636K | 0.43% | 23 |
|
|
2024
Q3 | $2.55M | Buy |
17,319
+9,399
| +119% | +$1.38M | 0.63% | 19 |
|
|
2024
Q2 | $1.24M | Buy |
7,920
+5,770
| +268% | +$903K | 0.45% | 25 |
|
|
2024
Q1 | $339K | Buy |
2,150
+10
| +0.5% | +$1.58K | 0.14% | 51 |
|
|
2023
Q4 | $319K | Buy |
2,140
+10
| +0.5% | +$1.49K | 0.13% | 47 |
|
|
2023
Q3 | $359K | Buy |
2,130
+79
| +4% | +$13.3K | 0.16% | 39 |
|
|
2023
Q2 | $323K | Buy |
2,051
+242
| +13% | +$38.1K | 0.14% | 42 |
|
|
2023
Q1 | $295K | Buy |
1,809
+9
| +0.5% | +$1.47K | 0.14% | 39 |
|
|
2022
Q4 | $323K | Buy |
1,800
+78
| +5% | +$14K | 0.17% | 34 |
|
|
2022
Q3 | $247K | Buy |
1,722
+30
| +2% | +$4.3K | 0.14% | 38 |
|
|
2022
Q2 | $245K | Sell |
1,692
-58
| -3% | -$8.4K | 0.13% | 42 |
|
|
2022
Q1 | $285K | Buy |
1,750
+9
| +0.5% | +$1.47K | 0.15% | 48 |
|
|
2021
Q4 | $204K | Buy |
+1,741
| New | +$204K | 0.1% | 60 |
|
|
2021
Q3 | – | Sell |
-1,936
| Closed | -$203K | – | 55 |
|
|
2021
Q2 | $203K | Sell |
1,936
-23
| -1% | -$2.41K | 0.13% | 48 |
|
|
2021
Q1 | $205K | Buy |
+1,959
| New | +$205K | 0.15% | 48 |
|
|
2020
Q1 | – | Sell |
-2,132
| Closed | -$259K | – | 41 |
|
|
2019
Q4 | $259K | Buy |
2,132
+9
| +0.4% | +$1.09K | 0.19% | 42 |
|
|
2019
Q3 | $252K | Sell |
2,123
-150
| -7% | -$17.8K | 0.18% | 44 |
|
|
2019
Q2 | $283K | Sell |
2,273
-262
| -10% | -$32.6K | 0.23% | 40 |
|
|
2019
Q1 | $312K | Sell |
2,535
-4
| -0.2% | -$492 | 0.26% | 39 |
|
|
2018
Q4 | $278K | Buy |
+2,539
| New | +$278K | 0.25% | 35 |
|