USCWA
U.S. Capital Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
211,404
+11,777
| +6% | +$1.69M | 0.88% | 16 |
|
|
2025
Q1 | $33.4M | Buy |
199,627
+21,932
| +12% | +$3.67M | 1.02% | 13 |
|
|
2024
Q4 | $25.7M | Sell |
177,695
-1,396
| -0.8% | -$202K | 0.8% | 15 |
|
|
2024
Q3 | $26.4M | Sell |
179,091
-13,384
| -7% | -$1.97M | 0.93% | 14 |
|
|
2024
Q2 | $30.1M | Sell |
192,475
-3,273
| -2% | -$512K | 1.14% | 12 |
|
|
2024
Q1 | $30.9M | Sell |
195,748
-204
| -0.1% | -$32.2K | 1.19% | 11 |
|
|
2023
Q4 | $29.2M | Buy |
195,952
+5,005
| +3% | +$747K | 1.16% | 11 |
|
|
2023
Q3 | $32.2M | Buy |
190,947
+3,840
| +2% | +$648K | 1.45% | 8 |
|
|
2023
Q2 | $29.4M | Buy |
187,107
+12,259
| +7% | +$1.93M | 1.4% | 8 |
|
|
2023
Q1 | $28.5M | Buy |
174,848
+2,670
| +2% | +$436K | 1.32% | 9 |
|
|
2022
Q4 | $30.9M | Sell |
172,178
-2,514
| -1% | -$451K | 1.43% | 9 |
|
|
2022
Q3 | $25.1M | Buy |
174,692
+666
| +0.4% | +$95.7K | 1.27% | 10 |
|
|
2022
Q2 | $25.2M | Buy |
174,026
+5,357
| +3% | +$776K | 1.11% | 11 |
|
|
2022
Q1 | $27.5M | Sell |
168,669
-25,104
| -13% | -$4.09M | 1% | 14 |
|
|
2021
Q4 | $22.7M | Sell |
193,773
-10,695
| -5% | -$1.26M | 0.9% | 16 |
|
|
2021
Q3 | $20.6M | Buy |
+204,468
| New | +$20.6M | 0.89% | 16 |
|