OWA
Outlook Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
14,056
-291
| -2% | -$41.7K | 0.52% | 37 |
|
|
2025
Q1 | $2.4M | Buy |
14,347
+1
| +0% | +$167 | 0.67% | 27 |
|
|
2024
Q4 | $2.08M | Sell |
14,346
-247
| -2% | -$35.8K | 0.6% | 31 |
|
|
2024
Q3 | $2.15M | Sell |
14,593
-507
| -3% | -$74.7K | 0.62% | 33 |
|
|
2024
Q2 | $2.36M | Buy |
15,100
+544
| +4% | +$85.1K | 0.74% | 28 |
|
|
2024
Q1 | $2.3M | Buy |
14,556
+1,944
| +15% | +$307K | 0.71% | 31 |
|
|
2023
Q4 | $1.88M | Sell |
12,612
-82
| -0.6% | -$12.2K | 0.66% | 33 |
|
|
2023
Q3 | $2.14M | Buy |
12,694
+639
| +5% | +$108K | 0.82% | 30 |
|
|
2023
Q2 | $1.9M | Buy |
12,055
+22
| +0.2% | +$3.46K | 0.72% | 33 |
|
|
2023
Q1 | $1.96M | Sell |
12,033
-99
| -0.8% | -$16.2K | 0.87% | 27 |
|
|
2022
Q4 | $2.18M | Sell |
12,132
-62
| -0.5% | -$11.1K | 1.03% | 21 |
|
|
2022
Q3 | $1.75M | Sell |
12,194
-11
| -0.1% | -$1.58K | 0.79% | 32 |
|
|
2022
Q2 | $1.77M | Sell |
12,205
-1,295
| -10% | -$187K | 0.72% | 32 |
|
|
2022
Q1 | $2.2M | Sell |
13,500
-3,483
| -21% | -$567K | 0.74% | 27 |
|
|
2021
Q4 | $1.99M | Sell |
16,983
-1,478
| -8% | -$173K | 0.59% | 34 |
|
|
2021
Q3 | $1.87M | Sell |
18,461
-2,977
| -14% | -$302K | 0.61% | 40 |
|
|
2021
Q2 | $2.25M | Buy |
21,438
+609
| +3% | +$63.8K | 0.72% | 35 |
|
|
2021
Q1 | $2.18M | Buy |
20,829
+305
| +1% | +$32K | 0.76% | 32 |
|
|
2020
Q4 | $1.73M | Sell |
20,524
-3,379
| -14% | -$285K | 0.63% | 39 |
|
|
2020
Q3 | $1.72M | Buy |
23,903
+241
| +1% | +$17.4K | 0.68% | 34 |
|
|
2020
Q2 | $2.11M | Sell |
23,662
-343
| -1% | -$30.6K | 0.89% | 26 |
|
|
2020
Q1 | $1.74M | Buy |
24,005
+20,379
| +562% | +$1.48M | 0.98% | 28 |
|
|
2019
Q4 | $682K | Sell |
3,626
-26,111
| -88% | -$4.91M | 0.38% | 50 |
|
|
2019
Q3 | $3.53M | Sell |
29,737
-686
| -2% | -$81.4K | 2.1% | 8 |
|
|
2019
Q2 | $3.79M | Buy |
30,423
+886
| +3% | +$110K | 2.5% | 7 |
|
|
2019
Q1 | $3.64M | Buy |
29,537
+26,396
| +840% | +$3.25M | 3% | 6 |
|
|
2018
Q4 | $3.42M | Buy |
+3,141
| New | +$3.42M | 1.56% | 11 |
|