WWA
WCG Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
+11,864
| New | +$1.7M | 0.11% | 176 |
|
|
2024
Q4 | – | Sell |
-10,309
| Closed | -$1.52M | – | 299 |
|
|
2024
Q3 | $1.52M | Buy |
+10,309
| New | +$1.52M | 0.1% | 181 |
|
|
2024
Q2 | – | Sell |
-20,027
| Closed | -$3.16M | – | 286 |
|
|
2024
Q1 | $3.16M | Sell |
20,027
-7,834
| -28% | -$1.24M | 0.26% | 89 |
|
|
2023
Q4 | $4.16M | Sell |
27,861
-2,352
| -8% | -$351K | 0.31% | 80 |
|
|
2023
Q3 | $5.18M | Buy |
30,213
+6,562
| +28% | +$1.12M | 0.38% | 66 |
|
|
2023
Q2 | $3.72M | Buy |
23,651
+8,635
| +58% | +$1.36M | 0.43% | 56 |
|
|
2023
Q1 | $2.45M | Sell |
15,016
-119
| -0.8% | -$19.4K | 0.31% | 67 |
|
|
2022
Q4 | $2.72M | Buy |
15,135
+1,568
| +12% | +$281K | 0.37% | 61 |
|
|
2022
Q3 | $2.22M | Sell |
13,567
-1,892
| -12% | -$309K | 0.29% | 70 |
|
|
2022
Q2 | $2.24M | Buy |
+15,459
| New | +$2.24M | 0.31% | 67 |
|