RA
Rise Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,922
+195
| +11% | +$27.9K | 0.11% | 73 |
|
|
2025
Q1 | $289K | Buy |
1,727
+150
| +10% | +$25.1K | 0.13% | 71 |
|
|
2024
Q4 | $228K | Buy |
1,577
+23
| +1% | +$3.33K | 0.11% | 79 |
|
|
2024
Q3 | $229K | Sell |
1,554
-170
| -10% | -$25K | 0.11% | 83 |
|
|
2024
Q2 | $270K | Buy |
1,724
+216
| +14% | +$33.8K | 0.14% | 73 |
|
|
2024
Q1 | $238K | Buy |
1,508
+892
| +145% | +$141K | 0.13% | 80 |
|
|
2023
Q4 | $91.8K | Sell |
616
-26
| -4% | -$3.88K | 0.06% | 110 |
|
|
2023
Q3 | $108K | Buy |
642
+6
| +0.9% | +$1.01K | 0.09% | 86 |
|
|
2023
Q2 | $100K | Sell |
636
-7
| -1% | -$1.1K | 0.08% | 103 |
|
|
2023
Q1 | $105K | Buy |
643
+9
| +1% | +$1.47K | 0.08% | 98 |
|
|
2022
Q4 | $114K | Sell |
634
-5
| -0.8% | -$898 | 0.09% | 93 |
|
|
2022
Q3 | $92K | Buy |
639
+313
| +96% | +$45.1K | 0.08% | 98 |
|
|
2022
Q2 | $47K | Sell |
326
-102
| -24% | -$14.7K | 0.05% | 143 |
|
|
2022
Q1 | $70K | Sell |
428
-28
| -6% | -$4.58K | 0.06% | 118 |
|
|
2021
Q4 | $53.5K | Buy |
+456
| New | +$53.5K | 0.05% | 140 |
|