SWA
Sax Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
9,940
+832
| +9% | +$119K | 0.09% | 131 |
|
|
2025
Q1 | $1.52M | Buy |
9,108
+3,865
| +74% | +$647K | 0.11% | 102 |
|
|
2024
Q4 | $759K | Sell |
5,243
-259
| -5% | -$37.5K | 0.06% | 147 |
|
|
2024
Q3 | $810K | Sell |
5,502
-3,628
| -40% | -$534K | 0.07% | 108 |
|
|
2024
Q2 | $1.43M | Buy |
9,130
+1,160
| +15% | +$181K | 0.14% | 74 |
|
|
2024
Q1 | $1.26M | Buy |
7,970
+4,553
| +133% | +$718K | 0.15% | 61 |
|
|
2023
Q4 | $510K | Sell |
3,417
-258
| -7% | -$38.5K | 0.08% | 119 |
|
|
2023
Q3 | $620K | Buy |
3,675
+845
| +30% | +$142K | 0.12% | 96 |
|
|
2023
Q2 | $445K | Hold |
2,830
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $462K | Hold |
2,830
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $508K | Hold |
2,830
| – | – | 0.12% | 103 |
|
|
2022
Q3 | $407K | Buy |
2,830
+2
| +0.1% | +$288 | 0.1% | 113 |
|
|
2022
Q2 | $409K | Buy |
2,828
+3
| +0.1% | +$434 | 0.1% | 117 |
|
|
2022
Q1 | $460K | Buy |
2,825
+620
| +28% | +$101K | 0.11% | 111 |
|
|
2021
Q4 | $259K | Buy |
+2,205
| New | +$259K | 0.05% | 154 |
|
|
2021
Q3 | – | Sell |
-1,972
| Closed | -$207K | – | 172 |
|
|
2021
Q2 | $207K | Buy |
+1,972
| New | +$207K | 0.07% | 150 |
|