KWA
Kingswood Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
22,063
+1,655
| +8% | +$237K | 0.25% | 92 |
|
|
2025
Q1 | $3.42M | Sell |
20,408
-4,331
| -18% | -$725K | 0.31% | 71 |
|
|
2024
Q4 | $3.58M | Sell |
24,739
-14,398
| -37% | -$2.09M | 0.27% | 78 |
|
|
2024
Q3 | $5.76M | Buy |
39,137
+12,651
| +48% | +$1.86M | 0.41% | 49 |
|
|
2024
Q2 | $4.14M | Buy |
26,486
+4,407
| +20% | +$689K | 0.37% | 53 |
|
|
2024
Q1 | $3.48M | Buy |
22,079
+8,557
| +63% | +$1.35M | 0.4% | 50 |
|
|
2023
Q4 | $2.02M | Buy |
13,522
+10,196
| +307% | +$1.52M | 0.23% | 100 |
|
|
2023
Q3 | $3.84M | Sell |
3,326
-1,735
| -34% | -$2M | 0.66% | 32 |
|
|
2023
Q2 | $796K | Buy |
+5,061
| New | +$796K | 0.25% | 97 |
|