SWA
Strata Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
6,852
+2,979
| +77% | +$427K | 0.27% | 40 |
|
|
2025
Q1 | $648K | Buy |
3,873
+118
| +3% | +$19.7K | 0.2% | 43 |
|
|
2024
Q4 | $544K | Buy |
+3,755
| New | +$544K | 0.17% | 49 |
|
|
2024
Q3 | – | Sell |
-1,676
| Closed | -$262K | – | 76 |
|
|
2024
Q2 | $262K | Buy |
+1,676
| New | +$262K | 0.09% | 63 |
|