GWAM
Guardian Wealth Advisors (Minnesota)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
6,129
+155
| +3% | +$22.2K | 0.52% | 23 |
|
|
2025
Q1 | $999K | Sell |
5,974
-33
| -0.5% | -$5.52K | 0.64% | 20 |
|
|
2024
Q4 | $870K | Buy |
6,007
+8
| +0.1% | +$1.16K | 0.56% | 22 |
|
|
2024
Q3 | $884K | Buy |
5,999
+200
| +3% | +$29.5K | 0.55% | 23 |
|
|
2024
Q2 | $907K | Sell |
5,799
-10
| -0.2% | -$1.56K | 0.59% | 19 |
|
|
2024
Q1 | $916K | Buy |
5,809
+601
| +12% | +$94.8K | 0.6% | 20 |
|
|
2023
Q4 | $777K | Buy |
5,208
+195
| +4% | +$29.1K | 0.54% | 24 |
|
|
2023
Q3 | $845K | Sell |
5,013
-36
| -0.7% | -$6.07K | 0.65% | 21 |
|
|
2023
Q2 | $794K | Buy |
5,049
+75
| +2% | +$11.8K | 0.58% | 22 |
|
|
2023
Q1 | $812K | Buy |
4,974
+132
| +3% | +$21.5K | 0.64% | 23 |
|
|
2022
Q4 | $869K | Sell |
4,842
-1
| -0% | -$179 | 0.77% | 20 |
|
|
2022
Q3 | $696K | Sell |
4,843
-49
| -1% | -$7.04K | 0.68% | 22 |
|
|
2022
Q2 | $708K | Buy |
4,892
+130
| +3% | +$18.8K | 0.65% | 22 |
|
|
2022
Q1 | $775K | Sell |
4,762
-188
| -4% | -$30.6K | 0.64% | 23 |
|
|
2021
Q4 | $581K | Buy |
4,950
+151
| +3% | +$17.7K | 0.47% | 35 |
|
|
2021
Q3 | $487K | Sell |
4,799
-844
| -15% | -$85.6K | 0.43% | 39 |
|
|
2021
Q2 | $591K | Buy |
5,643
+18
| +0.3% | +$1.89K | 0.51% | 31 |
|
|
2021
Q1 | $589K | Buy |
5,625
+192
| +4% | +$20.1K | 0.55% | 32 |
|
|
2020
Q4 | $459K | Buy |
+5,433
| New | +$459K | 0.46% | 39 |
|