SWA
SOA Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
6,202
+154
| +3% | +$22.1K | 0.17% | 85 |
|
|
2025
Q1 | $1.01M | Buy |
6,048
+43
| +0.7% | +$7.19K | 0.21% | 72 |
|
|
2024
Q4 | $870K | Sell |
6,005
-5
| -0.1% | -$724 | 0.16% | 83 |
|
|
2024
Q3 | $885K | Buy |
6,010
+46
| +0.8% | +$6.77K | 0.17% | 78 |
|
|
2024
Q2 | $933K | Sell |
5,964
-157
| -3% | -$24.6K | 0.19% | 75 |
|
|
2024
Q1 | $966K | Buy |
6,121
+99
| +2% | +$15.6K | 0.2% | 69 |
|
|
2023
Q4 | $898K | Buy |
6,022
+155
| +3% | +$23.1K | 0.2% | 67 |
|
|
2023
Q3 | $989K | Buy |
5,867
+112
| +2% | +$18.9K | 0.25% | 62 |
|
|
2023
Q2 | $905K | Buy |
5,755
+37
| +0.6% | +$5.82K | 0.21% | 64 |
|
|
2023
Q1 | $933K | Buy |
5,718
+99
| +2% | +$16.2K | 0.23% | 62 |
|
|
2022
Q4 | $1.01M | Sell |
5,619
-539
| -9% | -$96.7K | 0.27% | 61 |
|
|
2022
Q3 | $884K | Sell |
6,158
-332
| -5% | -$47.7K | 0.27% | 61 |
|
|
2022
Q2 | $939K | Sell |
6,490
-360
| -5% | -$52.1K | 0.28% | 61 |
|
|
2022
Q1 | $1.12M | Sell |
6,850
-105
| -2% | -$17.1K | 0.27% | 66 |
|
|
2021
Q4 | $816K | Buy |
6,955
+58
| +0.8% | +$6.81K | 0.2% | 73 |
|
|
2021
Q3 | $699K | Sell |
6,897
-83
| -1% | -$8.41K | 0.18% | 80 |
|
|
2021
Q2 | $731K | Buy |
6,980
+249
| +4% | +$26.1K | 0.19% | 76 |
|
|
2021
Q1 | $705K | Buy |
6,731
+57
| +0.9% | +$5.97K | 0.2% | 76 |
|
|
2020
Q4 | $617K | Buy |
+6,674
| New | +$617K | 0.17% | 77 |
|