MAWCM
Mine & Arao Wealth Creation & Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,215
| Closed | -$192K | – | 141 |
|
|
2024
Q1 | $192K | Sell |
1,215
-136
| -10% | -$21.5K | 0.09% | 73 |
|
|
2023
Q4 | $202K | Sell |
1,351
-7
| -0.5% | -$1.04K | 0.11% | 72 |
|
|
2023
Q3 | $229K | Buy |
1,358
+3
| +0.2% | +$506 | 0.14% | 63 |
|
|
2023
Q2 | $213K | Sell |
1,355
-66
| -5% | -$10.4K | 0.12% | 68 |
|
|
2023
Q1 | $232K | Sell |
1,421
-47
| -3% | -$7.67K | 0.15% | 63 |
|
|
2022
Q4 | $264K | Buy |
1,468
+3
| +0.2% | +$539 | 0.2% | 58 |
|
|
2022
Q3 | $211K | Buy |
1,465
+65
| +5% | +$9.36K | 0.16% | 64 |
|
|
2022
Q2 | $203K | Buy |
1,400
+3
| +0.2% | +$435 | 0.14% | 69 |
|
|
2022
Q1 | $227K | Sell |
1,397
-173
| -11% | -$28.1K | 0.13% | 66 |
|
|
2021
Q4 | $184K | Sell |
1,570
-149
| -9% | -$17.5K | 0.1% | 70 |
|
|
2021
Q3 | $174K | Sell |
1,719
-274
| -14% | -$27.7K | 0.1% | 75 |
|
|
2021
Q2 | $209K | Sell |
1,993
-48
| -2% | -$5.03K | 0.13% | 68 |
|
|
2021
Q1 | $214K | Sell |
2,041
-199
| -9% | -$20.9K | 0.14% | 65 |
|
|
2020
Q4 | $189K | Buy |
2,240
+1
| +0% | +$84 | 0.14% | 63 |
|
|
2020
Q3 | $161K | Sell |
2,239
-245
| -10% | -$17.6K | 0.13% | 63 |
|
|
2020
Q2 | $222K | Buy |
2,484
+618
| +33% | +$55.2K | 0.21% | 52 |
|
|
2020
Q1 | $135K | Sell |
1,866
-1,199
| -39% | -$86.7K | 0.16% | 59 |
|
|
2019
Q4 | $369K | Buy |
+3,065
| New | +$369K | 0.35% | 39 |
|