PWAG
Polaris Wealth Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4M | Buy |
85,574
+48,016
| +128% | +$8.1M | 1.1% | 30 |
|
|
2023
Q2 | $5.91M | Sell |
37,558
-3,741
| -9% | -$589K | 0.45% | 74 |
|
|
2023
Q1 | $6.74M | Buy |
41,299
+36,257
| +719% | +$5.92M | 0.5% | 66 |
|
|
2022
Q4 | $883K | Buy |
5,042
+46
| +0.9% | +$8.06K | 0.07% | 115 |
|
|
2022
Q3 | $785K | Buy |
4,996
+133
| +3% | +$20.9K | 0.07% | 104 |
|
|
2022
Q2 | $704K | Sell |
4,863
-737
| -13% | -$107K | 0.06% | 95 |
|
|
2022
Q1 | $936K | Buy |
5,600
+2,159
| +63% | +$361K | 0.06% | 96 |
|
|
2021
Q4 | $404K | Sell |
3,441
-283
| -8% | -$33.2K | 0.02% | 138 |
|
|
2021
Q3 | $394K | Buy |
3,724
+52
| +1% | +$5.5K | 0.02% | 130 |
|
|
2021
Q2 | $390K | Sell |
3,672
-742
| -17% | -$78.8K | 0.02% | 129 |
|
|
2021
Q1 | $454K | Buy |
4,414
+835
| +23% | +$85.9K | 0.03% | 127 |
|
|
2020
Q4 | $326K | Sell |
3,579
-4,941
| -58% | -$450K | 0.02% | 148 |
|
|
2020
Q3 | $619K | Buy |
8,520
+279
| +3% | +$20.3K | 0.06% | 106 |
|
|
2020
Q2 | $722K | Sell |
8,241
-569
| -6% | -$49.9K | 0.06% | 97 |
|
|
2020
Q1 | $638K | Sell |
8,810
-192
| -2% | -$13.9K | 0.07% | 86 |
|
|
2019
Q4 | $1.05M | Sell |
9,002
-631
| -7% | -$73.7K | 0.07% | 102 |
|
|
2019
Q3 | $1.08M | Sell |
9,633
-174,240
| -95% | -$19.6M | 0.09% | 97 |
|
|
2019
Q2 | $23M | Buy |
183,873
+174,382
| +1,837% | +$21.8M | 1.74% | 29 |
|
|
2019
Q1 | $1.19M | Hold |
9,491
| – | – | 0.09% | 96 |
|
|
2018
Q4 | $1.03M | Buy |
9,491
+70
| +0.7% | +$7.62K | 0.1% | 82 |
|
|
2018
Q3 | $1.15M | Buy |
9,421
+8,822
| +1,473% | +$1.08M | 0.08% | 94 |
|
|
2018
Q2 | $68K | Sell |
599
-7,972
| -93% | -$905K | 0.01% | 124 |
|
|
2018
Q1 | $977K | Sell |
8,571
-490
| -5% | -$55.9K | 0.08% | 91 |
|
|
2017
Q4 | $1.13M | Sell |
9,061
-606
| -6% | -$75.8K | 0.09% | 83 |
|
|
2017
Q3 | $1.14M | Buy |
9,667
+522
| +6% | +$61.3K | 0.1% | 86 |
|
|
2017
Q2 | $954K | Sell |
9,145
-303
| -3% | -$31.6K | 0.11% | 78 |
|
|
2017
Q1 | $1.01M | Buy |
9,448
+300
| +3% | +$32.2K | 0.11% | 74 |
|
|
2016
Q4 | $1.08M | Hold |
9,148
| – | – | 0.12% | 69 |
|
|
2016
Q3 | $942K | Sell |
9,148
-900
| -9% | -$92.7K | 0.11% | 68 |
|
|
2016
Q2 | $1.05M | Buy |
10,048
+774
| +8% | +$81.1K | 0.16% | 49 |
|
|
2016
Q1 | $885K | Sell |
9,274
-3,133
| -25% | -$299K | 0.14% | 54 |
|
|
2015
Q4 | $1.12M | Buy |
12,407
+1,239
| +11% | +$111K | 0.18% | 55 |
|
|
2015
Q3 | $881K | Buy |
11,168
+8,055
| +259% | +$635K | 0.18% | 48 |
|
|
2015
Q2 | $300K | Hold |
3,113
| – | – | 0.06% | 62 |
|
|
2015
Q1 | $327K | Sell |
3,113
-20
| -0.6% | -$2.1K | 0.06% | 73 |
|
|
2014
Q4 | $351K | Buy |
3,133
+20
| +0.6% | +$2.24K | 0.07% | 72 |
|
|
2014
Q3 | $371K | Sell |
3,113
-293
| -9% | -$34.9K | 0.08% | 64 |
|
|
2014
Q2 | $445K | Sell |
3,406
-811
| -19% | -$106K | 0.1% | 60 |
|
|
2014
Q1 | $501K | Hold |
4,217
| – | – | 0.12% | 54 |
|
|
2013
Q4 | $527K | Sell |
4,217
-5,854
| -58% | -$732K | 0.13% | 56 |
|
|
2013
Q3 | $1.22M | Buy |
10,071
+3,396
| +51% | +$413K | 0.38% | 39 |
|
|
2013
Q2 | $790K | Buy |
+6,675
| New | +$790K | 0.32% | 30 |
|