LRWA
Long Run Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
1,945
+138
| +8% | +$19.8K | 0.06% | 93 |
|
|
2025
Q1 | $302K | Buy |
+1,807
| New | +$302K | 0.07% | 87 |
|
|
2024
Q4 | – | Sell |
-3,303
| Closed | -$486K | – | 104 |
|
|
2024
Q3 | $486K | Buy |
3,303
+465
| +16% | +$68.5K | 0.11% | 73 |
|
|
2024
Q2 | $444K | Buy |
2,838
+74
| +3% | +$11.6K | 0.11% | 72 |
|
|
2024
Q1 | $436K | Buy |
2,764
+153
| +6% | +$24.1K | 0.11% | 73 |
|
|
2023
Q4 | $389K | Buy |
+2,611
| New | +$389K | 0.11% | 74 |
|
|
2023
Q3 | – | Sell |
-1,795
| Closed | -$282K | – | 86 |
|
|
2023
Q2 | $282K | Buy |
1,795
+6
| +0.3% | +$944 | 0.09% | 81 |
|
|
2023
Q1 | $292K | Buy |
1,789
+106
| +6% | +$17.3K | 0.1% | 85 |
|
|
2022
Q4 | $302K | Buy |
1,683
+46
| +3% | +$8.26K | 0.11% | 86 |
|
|
2022
Q3 | $235K | Sell |
1,637
-207
| -11% | -$29.7K | 0.09% | 87 |
|
|
2022
Q2 | $267K | Buy |
+1,844
| New | +$267K | 0.1% | 84 |
|