IWA
IBEX Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Buy |
50,398
+2,758
| +6% | +$395K | 0.77% | 41 |
|
|
2025
Q1 | $7.97M | Buy |
47,640
+1,216
| +3% | +$203K | 1.05% | 32 |
|
|
2024
Q4 | $6.72M | Sell |
46,424
-12,225
| -21% | -$1.77M | 0.79% | 41 |
|
|
2024
Q3 | $6.08M | Buy |
58,649
+16,033
| +38% | +$1.66M | 1.66% | 20 |
|
|
2024
Q2 | $6.67M | Sell |
42,616
-21,763
| -34% | -$3.4M | 1.04% | 28 |
|
|
2024
Q1 | $11.6M | Buy |
64,379
+64,337
| +153,183% | +$11.5M | 3.13% | 4 |
|
|
2023
Q4 | $6.31K | Sell |
42
-42,347
| -100% | -$6.36M | 1.37% | 25 |
|
|
2023
Q3 | $7.15M | Buy |
+42,389
| New | +$7.15M | 1.82% | 12 |
|
|
2023
Q1 | $6.86M | Sell |
42,019
-22,360
| -35% | -$3.65M | 1.78% | 17 |
|
|
2022
Q4 | $11.6M | Sell |
64,379
-696
| -1% | -$125K | 2.61% | 4 |
|
|
2022
Q3 | $9.35M | Sell |
65,075
-108
| -0.2% | -$15.5K | 2.43% | 6 |
|
|
2022
Q2 | $9.44M | Sell |
65,183
-12,229
| -16% | -$1.77M | 2.17% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
77,412
+25,401
| +49% | +$4.14M | 2.41% | 4 |
|
|
2021
Q4 | $6.1M | Buy |
52,011
+1,416
| +3% | +$166K | 1.08% | 26 |
|
|
2021
Q3 | $5.13M | Buy |
+50,595
| New | +$5.13M | 0.99% | 30 |
|
|
2021
Q1 | – | Sell |
-30,778
| Closed | -$2.6M | – | 118 |
|
|
2020
Q4 | $2.6M | Buy |
+30,778
| New | +$2.6M | 0.68% | 59 |
|
|
2019
Q4 | – | Sell |
-20,938
| Closed | -$2.48M | – | 104 |
|
|
2019
Q3 | $2.48M | Buy |
20,938
+1,610
| +8% | +$191K | 0.82% | 54 |
|
|
2019
Q2 | $2.41M | Buy |
+19,328
| New | +$2.41M | 0.69% | 55 |
|
|
2018
Q3 | – | Sell |
-23,495
| Closed | -$2.64M | – | 91 |
|
|
2018
Q2 | $2.64M | Hold |
23,495
| – | – | 1.06% | 45 |
|
|
2018
Q1 | $2.64M | Sell |
23,495
-11,106
| -32% | -$1.25M | 1.07% | 44 |
|
|
2017
Q4 | $4.45M | Buy |
34,601
+1,699
| +5% | +$218K | 1.97% | 17 |
|
|
2017
Q3 | $3.87M | Sell |
32,902
-8,910
| -21% | -$1.05M | 1.44% | 23 |
|
|
2017
Q2 | $4.31M | Buy |
41,812
+3,062
| +8% | +$315K | 1.7% | 14 |
|
|
2017
Q1 | $4.21M | Buy |
38,750
+6,036
| +18% | +$656K | 2.6% | 10 |
|
|
2016
Q4 | $3.78M | Buy |
32,714
+13,727
| +72% | +$1.59M | 1.81% | 12 |
|
|
2016
Q3 | $1.96M | Buy |
+18,987
| New | +$1.96M | 1.07% | 32 |
|