IWA
IVC Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
2,700
+264
| +11% | +$37.8K | 0.19% | 100 |
|
|
2025
Q1 | $408K | Buy |
2,436
+119
| +5% | +$19.9K | 0.22% | 91 |
|
|
2024
Q4 | $336K | Buy |
2,317
+293
| +14% | +$42.4K | 0.19% | 107 |
|
|
2024
Q3 | $298K | Sell |
2,024
-13
| -0.6% | -$1.92K | 0.16% | 125 |
|
|
2024
Q2 | $319K | Sell |
2,037
-9
| -0.4% | -$1.41K | 0.18% | 112 |
|
|
2024
Q1 | $323K | Buy |
2,046
+34
| +2% | +$5.36K | 0.19% | 114 |
|
|
2023
Q4 | $300K | Sell |
2,012
-555
| -22% | -$82.8K | 0.19% | 111 |
|
|
2023
Q3 | $433K | Buy |
2,567
+4
| +0.2% | +$674 | 0.29% | 86 |
|
|
2023
Q2 | $403K | Buy |
2,563
+456
| +22% | +$71.8K | 0.26% | 94 |
|
|
2023
Q1 | $344K | Sell |
2,107
-15
| -0.7% | -$2.45K | 0.24% | 92 |
|
|
2022
Q4 | $381K | Sell |
2,122
-20
| -0.9% | -$3.59K | 0.28% | 88 |
|
|
2022
Q3 | $308K | Sell |
2,142
-38
| -2% | -$5.46K | 0.25% | 96 |
|
|
2022
Q2 | $316K | Sell |
2,180
-35
| -2% | -$5.07K | 0.24% | 101 |
|
|
2022
Q1 | $361K | Buy |
2,215
+226
| +11% | +$36.8K | 0.24% | 100 |
|
|
2021
Q4 | $233K | Sell |
1,989
-231
| -10% | -$27.1K | 0.15% | 125 |
|
|
2021
Q3 | $225K | Buy |
2,220
+3
| +0.1% | +$304 | 0.16% | 121 |
|
|
2021
Q2 | $232K | Buy |
2,217
+53
| +2% | +$5.55K | 0.16% | 118 |
|
|
2021
Q1 | $227K | Buy |
+2,164
| New | +$227K | 0.18% | 113 |
|