OHWA
Oak Hill Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
12,755
+235
| +2% | +$36K | 0.41% | 38 |
|
|
2025
Q1 | $2.09M | Sell |
12,520
-422
| -3% | -$70.6K | 0.49% | 36 |
|
|
2024
Q4 | $1.87M | Buy |
+12,942
| New | +$1.87M | 0.45% | 36 |
|
|
2024
Q3 | – | Sell |
-10,031
| Closed | -$1.57M | – | 37 |
|
|
2024
Q2 | $1.57M | Buy |
+10,031
| New | +$1.57M | 0.48% | 31 |
|
|
2024
Q1 | – | Sell |
-10,479
| Closed | -$1.56M | – | 28 |
|
|
2023
Q4 | $1.56M | Sell |
10,479
-198
| -2% | -$29.5K | 0.54% | 25 |
|
|
2023
Q3 | $1.8M | Buy |
10,677
+2,829
| +36% | +$477K | 0.69% | 19 |
|
|
2023
Q2 | $1.24M | Sell |
7,848
-1,373
| -15% | -$216K | 0.46% | 30 |
|
|
2023
Q1 | $1.51M | Sell |
9,221
-229
| -2% | -$37.6K | 0.6% | 24 |
|
|
2022
Q4 | $1.7M | Buy |
+9,450
| New | +$1.7M | 0.7% | 22 |
|