GAA
Guardian Asset Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,624
| Closed | -$828K | – | 100 |
|
|
2024
Q3 | $828K | Buy |
5,624
+1,893
| +51% | +$279K | 0.56% | 37 |
|
|
2024
Q2 | $584K | Buy |
3,731
+1,118
| +43% | +$175K | 0.43% | 43 |
|
|
2024
Q1 | $412K | Buy |
2,613
+982
| +60% | +$155K | 0.34% | 62 |
|
|
2023
Q4 | $243K | Buy |
+1,631
| New | +$243K | 0.23% | 85 |
|