PIWA
Prevail Innovative Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
6,882
+1,394
| +25% | +$200K | 0.22% | 132 |
|
|
2025
Q1 | $918K | Buy |
5,488
+3,246
| +145% | +$543K | 0.24% | 111 |
|
|
2024
Q4 | $325K | Buy |
2,242
+842
| +60% | +$122K | 0.09% | 137 |
|
|
2024
Q3 | $206K | Sell |
1,400
-16,456
| -92% | -$2.42M | 0.06% | 154 |
|
|
2024
Q2 | $2.79M | Buy |
17,856
+2,917
| +20% | +$456K | 0.99% | 40 |
|
|
2024
Q1 | $2.36M | Buy |
14,939
+4,148
| +38% | +$654K | 0.88% | 39 |
|
|
2023
Q4 | $1.61M | Buy |
+10,791
| New | +$1.61M | 0.77% | 56 |
|