GWA
Gratus Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
1,985
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $332K | Hold |
1,985
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $288K | Hold |
1,985
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $300K | Hold |
1,985
| – | – | 0.05% | 112 |
|
|
2024
Q2 | $316K | Hold |
1,985
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $313K | Sell |
1,985
-34
| -2% | -$5.36K | 0.06% | 108 |
|
|
2023
Q4 | $301K | Buy |
+2,019
| New | +$301K | 0.06% | 115 |
|