HNWAG
High Net Worth Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
10,925
-473
| -4% | -$67.7K | 0.41% | 55 |
|
|
2025
Q1 | $1.91M | Buy |
11,398
+102
| +0.9% | +$17.1K | 0.54% | 47 |
|
|
2024
Q4 | $1.64M | Sell |
11,296
-2,155
| -16% | -$312K | 0.46% | 55 |
|
|
2024
Q3 | $1.98M | Buy |
13,451
+435
| +3% | +$64.1K | 0.54% | 42 |
|
|
2024
Q2 | $2.04M | Buy |
13,016
+866
| +7% | +$135K | 0.62% | 41 |
|
|
2024
Q1 | $1.92M | Buy |
12,150
+2,251
| +23% | +$355K | 0.6% | 39 |
|
|
2023
Q4 | $1.48M | Sell |
9,899
-991
| -9% | -$148K | 0.55% | 50 |
|
|
2023
Q3 | $1.84M | Buy |
10,890
+673
| +7% | +$113K | 0.74% | 34 |
|
|
2023
Q2 | $1.61M | Buy |
10,217
+643
| +7% | +$101K | 0.62% | 44 |
|
|
2023
Q1 | $1.56M | Sell |
9,574
-66
| -0.7% | -$10.8K | 0.64% | 41 |
|
|
2022
Q4 | $1.73M | Sell |
9,640
-169
| -2% | -$30.3K | 0.67% | 36 |
|
|
2022
Q3 | $1.41M | Buy |
9,809
+773
| +9% | +$111K | 0.6% | 45 |
|
|
2022
Q2 | $1.31M | Sell |
9,036
-1,713
| -16% | -$248K | 0.54% | 49 |
|
|
2022
Q1 | $1.75M | Sell |
10,749
-3,080
| -22% | -$501K | 0.64% | 39 |
|
|
2021
Q4 | $1.62M | Buy |
+13,829
| New | +$1.62M | 0.57% | 41 |
|