MWA
Monograph Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,370
| Closed | -$371K | – | 111 |
|
|
2024
Q2 | $371K | Sell |
2,370
-700
| -23% | -$109K | 0.05% | 80 |
|
|
2024
Q1 | $484K | Sell |
3,070
-649
| -17% | -$102K | 0.07% | 101 |
|
|
2023
Q4 | $555K | Sell |
3,719
-5,710
| -61% | -$852K | 0.1% | 54 |
|
|
2023
Q3 | $1.59M | Buy |
9,429
+2,851
| +43% | +$481K | 0.31% | 32 |
|
|
2023
Q2 | $1.04M | Hold |
6,578
| – | – | 0.22% | 31 |
|
|
2023
Q1 | $1.07M | Sell |
6,578
-5,183
| -44% | -$846K | 0.25% | 29 |
|
|
2022
Q4 | $2.11M | Buy |
11,761
+1,243
| +12% | +$223K | 0.56% | 15 |
|
|
2022
Q3 | $1.51M | Buy |
+10,518
| New | +$1.51M | 0.5% | 20 |
|