HWA
Heartwood Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
8,378
+1,605
| +24% | +$230K | 0.13% | 69 |
|
|
2025
Q1 | $1.13M | Buy |
6,773
+569
| +9% | +$95.2K | 0.13% | 67 |
|
|
2024
Q4 | $899K | Buy |
6,204
+17
| +0.3% | +$2.46K | 0.1% | 76 |
|
|
2024
Q3 | $911K | Buy |
6,187
+263
| +4% | +$38.7K | 0.1% | 76 |
|
|
2024
Q2 | $927K | Buy |
5,924
+122
| +2% | +$19.1K | 0.11% | 67 |
|
|
2024
Q1 | $915K | Buy |
5,802
+1,086
| +23% | +$171K | 0.11% | 65 |
|
|
2023
Q4 | $703K | Sell |
4,716
-1
| -0% | -$149 | 0.09% | 70 |
|
|
2023
Q3 | $795K | Sell |
4,717
-457
| -9% | -$77.1K | 0.12% | 58 |
|
|
2023
Q2 | $814K | Buy |
5,174
+231
| +5% | +$36.3K | 0.12% | 64 |
|
|
2023
Q1 | $807K | Buy |
4,943
+805
| +19% | +$131K | 0.12% | 59 |
|
|
2022
Q4 | $743K | Sell |
4,138
-1,233
| -23% | -$221K | 0.12% | 56 |
|
|
2022
Q3 | $772K | Buy |
5,371
+754
| +16% | +$108K | 0.13% | 51 |
|
|
2022
Q2 | $668K | Buy |
4,617
+159
| +4% | +$23K | 0.11% | 55 |
|
|
2022
Q1 | $726K | Buy |
4,458
+1,029
| +30% | +$168K | 0.11% | 53 |
|
|
2021
Q4 | $402K | Buy |
3,429
+297
| +9% | +$34.8K | 0.06% | 73 |
|
|
2021
Q3 | $318K | Buy |
3,132
+164
| +6% | +$16.7K | 0.05% | 77 |
|
|
2021
Q2 | $311K | Buy |
+2,968
| New | +$311K | 0.05% | 78 |
|