PFWA
Paces Ferry Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
1,865
-545
| -23% | -$78K | 0.12% | 97 |
|
|
2025
Q1 | $403K | Buy |
2,410
+11
| +0.5% | +$1.84K | 0.2% | 71 |
|
|
2024
Q4 | $347K | Buy |
2,399
+683
| +40% | +$98.9K | 0.17% | 79 |
|
|
2024
Q3 | $253K | Sell |
1,716
-738
| -30% | -$109K | 0.15% | 99 |
|
|
2024
Q2 | $384K | Buy |
2,454
+8
| +0.3% | +$1.25K | 0.23% | 73 |
|
|
2024
Q1 | $386K | Buy |
2,446
+52
| +2% | +$8.2K | 0.25% | 72 |
|
|
2023
Q4 | $357K | Buy |
2,394
+179
| +8% | +$26.7K | 0.25% | 75 |
|
|
2023
Q3 | $373K | Buy |
2,215
+7
| +0.3% | +$1.18K | 0.3% | 65 |
|
|
2023
Q2 | $347K | Buy |
2,208
+46
| +2% | +$7.24K | 0.26% | 71 |
|
|
2023
Q1 | $353K | Buy |
2,162
+305
| +16% | +$49.8K | 0.28% | 76 |
|
|
2022
Q4 | $333K | Buy |
1,857
+141
| +8% | +$25.3K | 0.32% | 74 |
|
|
2022
Q3 | $246K | Buy |
1,716
+37
| +2% | +$5.3K | 0.27% | 79 |
|
|
2022
Q2 | $243K | Buy |
1,679
+7
| +0.4% | +$1.01K | 0.24% | 87 |
|
|
2022
Q1 | $272K | Sell |
1,672
-1,492
| -47% | -$243K | 0.22% | 92 |
|
|
2021
Q4 | $371K | Sell |
3,164
-656
| -17% | -$76.9K | 0.27% | 75 |
|
|
2021
Q3 | $387K | Sell |
3,820
-77
| -2% | -$7.8K | 0.31% | 76 |
|
|
2021
Q2 | $408K | Buy |
3,897
+129
| +3% | +$13.5K | 0.31% | 72 |
|
|
2021
Q1 | $395K | Buy |
+3,768
| New | +$395K | 0.34% | 69 |
|
|
2020
Q4 | – | Sell |
-3,437
| Closed | -$247K | – | 353 |
|
|
2020
Q3 | $247K | Buy |
+3,437
| New | +$247K | 0.22% | 84 |
|