LWA
Ledgewood Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
2,968
| – | – | 0.27% | 46 |
|
|
2025
Q1 | $497K | Hold |
2,968
| – | – | 0.32% | 39 |
|
|
2024
Q4 | $430K | Hold |
2,968
| – | – | 0.28% | 44 |
|
|
2024
Q3 | $437K | Hold |
2,968
| – | – | 0.29% | 44 |
|
|
2024
Q2 | $464K | Hold |
2,968
| – | – | 0.4% | 33 |
|
|
2024
Q1 | $468K | Hold |
2,968
| – | – | 0.43% | 32 |
|
|
2023
Q4 | $443K | Buy |
+2,968
| New | +$443K | 0.41% | 34 |
|