PWA
Phoenix Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
1,694
+1
| +0.1% | +$143 | 0.1% | 114 |
|
|
2025
Q1 | $283K | Sell |
1,693
-2
| -0.1% | -$335 | 0.12% | 102 |
|
|
2024
Q4 | $246K | Buy |
1,695
+2
| +0.1% | +$290 | 0.11% | 105 |
|
|
2024
Q3 | $249K | Sell |
1,693
-2,550
| -60% | -$376K | 0.12% | 112 |
|
|
2024
Q2 | $664K | Buy |
4,243
+2,590
| +157% | +$405K | 0.33% | 63 |
|
|
2024
Q1 | $261K | Hold |
1,653
| – | – | 0.16% | 103 |
|
|
2023
Q4 | $247K | Sell |
1,653
-423
| -20% | -$63.2K | 0.17% | 101 |
|
|
2023
Q3 | $350K | Buy |
2,076
+423
| +26% | +$71.3K | 0.21% | 71 |
|
|
2023
Q2 | $260K | Hold |
1,653
| – | – | 0.15% | 94 |
|
|
2023
Q1 | $270K | Hold |
1,653
| – | – | 0.17% | 85 |
|
|
2022
Q4 | $297K | Sell |
1,653
-109
| -6% | -$19.6K | 0.18% | 80 |
|
|
2022
Q3 | $253K | Sell |
1,762
-25
| -1% | -$3.59K | 0.25% | 85 |
|
|
2022
Q2 | $259K | Sell |
1,787
-153
| -8% | -$22.2K | 0.26% | 91 |
|
|
2022
Q1 | $320K | Sell |
1,940
-500
| -20% | -$82.5K | 0.33% | 66 |
|
|
2021
Q4 | $286K | Buy |
2,440
+1,000
| +69% | +$117K | 0.22% | 94 |
|
|
2021
Q3 | $146K | Buy |
1,440
+462
| +47% | +$46.8K | 0.11% | 129 |
|
|
2021
Q2 | $102K | Buy |
978
+60
| +7% | +$6.26K | 0.07% | 155 |
|
|
2021
Q1 | $97K | Sell |
918
-103
| -10% | -$10.9K | 0.08% | 156 |
|
|
2020
Q4 | $86K | Buy |
+1,021
| New | +$86K | 0.07% | 155 |
|