LWA
Lineweaver Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
19,955
-910
| -4% | -$130K | 0.45% | 47 |
|
|
2025
Q1 | $3.49M | Sell |
20,865
-1,398
| -6% | -$234K | 0.59% | 38 |
|
|
2024
Q4 | $3.23M | Buy |
22,263
+2,050
| +10% | +$297K | 0.6% | 36 |
|
|
2024
Q3 | $2.98M | Buy |
20,213
+185
| +0.9% | +$27.2K | 0.57% | 37 |
|
|
2024
Q2 | $3.13M | Sell |
20,028
-573
| -3% | -$89.7K | 0.65% | 33 |
|
|
2024
Q1 | $3.25M | Buy |
20,601
+1,122
| +6% | +$177K | 0.77% | 31 |
|
|
2023
Q4 | $2.91M | Buy |
19,479
+7,406
| +61% | +$1.11M | 0.75% | 30 |
|
|
2023
Q3 | $2.04M | Buy |
12,073
+5,459
| +83% | +$921K | 0.59% | 33 |
|
|
2023
Q2 | $1.04M | Buy |
6,614
+164
| +3% | +$25.8K | 0.3% | 62 |
|
|
2023
Q1 | $1.05M | Buy |
6,450
+205
| +3% | +$33.5K | 0.32% | 63 |
|
|
2022
Q4 | $1.12M | Sell |
6,245
-119
| -2% | -$21.4K | 0.34% | 57 |
|
|
2022
Q3 | $914K | Sell |
6,364
-175
| -3% | -$25.1K | 0.3% | 61 |
|
|
2022
Q2 | $946K | Buy |
6,539
+99
| +2% | +$14.3K | 0.31% | 58 |
|
|
2022
Q1 | $1.05M | Sell |
6,440
-422
| -6% | -$68.7K | 0.3% | 57 |
|
|
2021
Q4 | $805K | Buy |
6,862
+85
| +1% | +$9.97K | 0.23% | 69 |
|
|
2021
Q3 | $687K | Buy |
6,777
+2,233
| +49% | +$226K | 0.21% | 66 |
|
|
2021
Q2 | $476K | Sell |
4,544
-29
| -0.6% | -$3.04K | 0.16% | 71 |
|
|
2021
Q1 | $479K | Buy |
4,573
+926
| +25% | +$97K | 0.17% | 66 |
|
|
2020
Q4 | $308K | Buy |
3,647
+175
| +5% | +$14.8K | 0.12% | 76 |
|
|
2020
Q3 | $250K | Buy |
3,472
+1,004
| +41% | +$72.3K | 0.11% | 76 |
|
|
2020
Q2 | $220K | Buy |
+2,468
| New | +$220K | 0.11% | 74 |
|