RWA
Roberts Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Hold |
6,116
| – | – | 0.25% | 67 |
|
|
2025
Q1 | $1.02M | Sell |
6,116
-163
| -3% | -$27.3K | 0.32% | 66 |
|
|
2024
Q4 | $994K | Buy |
6,279
+1,062
| +20% | +$168K | 0.3% | 62 |
|
|
2024
Q3 | $776K | Buy |
5,217
+959
| +23% | +$143K | 0.25% | 66 |
|
|
2024
Q2 | $651K | Buy |
4,258
+699
| +20% | +$107K | 0.22% | 67 |
|
|
2024
Q1 | $561K | Buy |
+3,559
| New | +$561K | 0.21% | 71 |
|
|
2023
Q4 | – | Sell |
-3,627
| Closed | -$600K | – | 63 |
|
|
2023
Q3 | $600K | Sell |
3,627
-133
| -4% | -$22K | 0.26% | 68 |
|
|
2023
Q2 | $592K | Sell |
3,760
-86
| -2% | -$13.5K | 0.26% | 65 |
|
|
2023
Q1 | $650K | Buy |
3,846
+51
| +1% | +$8.62K | 0.3% | 64 |
|
|
2022
Q4 | $660K | Buy |
3,795
+1,095
| +41% | +$191K | 0.32% | 66 |
|
|
2022
Q3 | $436K | Sell |
2,700
-110
| -4% | -$17.8K | 0.21% | 67 |
|
|
2022
Q2 | $401K | Buy |
2,810
+110
| +4% | +$15.7K | 0.17% | 74 |
|
|
2022
Q1 | $443K | Sell |
2,700
-75
| -3% | -$12.3K | 0.17% | 76 |
|
|
2021
Q4 | $331K | Sell |
2,775
-581
| -17% | -$69.3K | 0.12% | 82 |
|
|
2021
Q3 | $340K | Buy |
+3,356
| New | +$340K | 0.13% | 82 |
|