OWA
Octavia Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
7,634
-2,400
| -24% | -$344K | 0.12% | 68 |
|
|
2025
Q1 | $1.68M | Buy |
10,034
+1,735
| +21% | +$290K | 0.2% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
8,299
+2,661
| +47% | +$385K | 0.15% | 64 |
|
|
2024
Q3 | $830K | Buy |
5,638
+421
| +8% | +$62K | 0.1% | 82 |
|
|
2024
Q2 | $816K | Buy |
5,217
+301
| +6% | +$47.1K | 0.11% | 85 |
|
|
2024
Q1 | $775K | Sell |
4,916
-338
| -6% | -$53.3K | 0.11% | 86 |
|
|
2023
Q4 | $784K | Buy |
5,254
+68
| +1% | +$10.1K | 0.14% | 84 |
|
|
2023
Q3 | $874K | Buy |
5,186
+904
| +21% | +$152K | 0.18% | 71 |
|
|
2023
Q2 | $674K | Buy |
4,282
+369
| +9% | +$58.1K | 0.14% | 78 |
|
|
2023
Q1 | $638K | Sell |
3,913
-78
| -2% | -$12.7K | 0.14% | 79 |
|
|
2022
Q4 | $716K | Sell |
3,991
-249
| -6% | -$44.7K | 0.18% | 71 |
|
|
2022
Q3 | $609K | Sell |
4,240
-88
| -2% | -$12.6K | 0.16% | 78 |
|
|
2022
Q2 | $628K | Sell |
4,328
-287
| -6% | -$41.6K | 0.16% | 79 |
|
|
2022
Q1 | $751K | Sell |
4,615
-921
| -17% | -$150K | 0.17% | 74 |
|
|
2021
Q4 | $650K | Buy |
5,536
+888
| +19% | +$104K | 0.14% | 86 |
|
|
2021
Q3 | $471K | Sell |
4,648
-322
| -6% | -$32.6K | 0.12% | 101 |
|
|
2021
Q2 | $521K | Buy |
4,970
+764
| +18% | +$80.1K | 0.14% | 94 |
|
|
2021
Q1 | $441K | Buy |
4,206
+534
| +15% | +$56K | 0.13% | 100 |
|
|
2020
Q4 | $310K | Buy |
+3,672
| New | +$310K | 0.1% | 124 |
|