OWA
Opal Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
2,502
-176
| -7% | -$25.2K | 0.1% | 111 |
|
|
2025
Q1 | $448K | Buy |
2,678
+834
| +45% | +$139K | 0.14% | 86 |
|
|
2024
Q4 | $267K | Sell |
1,844
-67
| -4% | -$9.71K | 0.08% | 141 |
|
|
2024
Q3 | $281K | Sell |
1,911
-323
| -14% | -$47.6K | 0.09% | 135 |
|
|
2024
Q2 | $349K | Sell |
2,234
-664
| -23% | -$104K | 0.11% | 106 |
|
|
2024
Q1 | $457K | Sell |
2,898
-1,667
| -37% | -$263K | 0.16% | 86 |
|
|
2023
Q4 | $681K | Sell |
4,565
-253
| -5% | -$37.7K | 0.27% | 61 |
|
|
2023
Q3 | $812K | Buy |
4,818
+524
| +12% | +$88.4K | 0.48% | 35 |
|
|
2023
Q2 | $676K | Buy |
4,294
+1,360
| +46% | +$214K | 0.34% | 38 |
|
|
2023
Q1 | $479K | Buy |
2,934
+822
| +39% | +$134K | 0.28% | 44 |
|
|
2022
Q4 | $379K | Sell |
2,112
-431
| -17% | -$77.4K | 0.21% | 67 |
|
|
2022
Q3 | $365K | Buy |
2,543
+34
| +1% | +$4.88K | 0.27% | 54 |
|
|
2022
Q2 | $363K | Buy |
2,509
+489
| +24% | +$70.7K | 0.24% | 56 |
|
|
2022
Q1 | $329K | Buy |
2,020
+75
| +4% | +$12.2K | 0.29% | 60 |
|
|
2021
Q4 | $228K | Buy |
+1,945
| New | +$228K | 0.14% | 108 |
|
|
2021
Q3 | – | Sell |
-2,106
| Closed | -$221K | – | 86 |
|
|
2021
Q2 | $221K | Buy |
2,106
+33
| +2% | +$3.46K | 0.21% | 71 |
|
|
2021
Q1 | $217K | Buy |
+2,073
| New | +$217K | 0.24% | 70 |
|