WAOI
Wealth Advisors of Iowa’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,547
| Closed | -$259K | – | 78 |
|
|
2025
Q1 | $259K | Buy |
1,547
+47
| +3% | +$7.86K | 0.11% | 59 |
|
|
2024
Q4 | $217K | Buy |
1,500
+41
| +3% | +$5.94K | 0.11% | 59 |
|
|
2024
Q3 | $215K | Sell |
1,459
-642
| -31% | -$94.6K | 0.11% | 66 |
|
|
2024
Q2 | $329K | Buy |
2,101
+10
| +0.5% | +$1.56K | 0.18% | 30 |
|
|
2024
Q1 | $330K | Buy |
2,091
+105
| +5% | +$16.6K | 0.2% | 42 |
|
|
2023
Q4 | $296K | Buy |
1,986
+110
| +6% | +$16.4K | 0.2% | 44 |
|
|
2023
Q3 | $316K | Buy |
1,876
+99
| +6% | +$16.7K | 0.22% | 42 |
|
|
2023
Q2 | $280K | Buy |
1,777
+9
| +0.5% | +$1.42K | 0.2% | 48 |
|
|
2023
Q1 | $289K | Sell |
1,768
-38
| -2% | -$6.2K | 0.23% | 45 |
|
|
2022
Q4 | $324K | Sell |
1,806
-103
| -5% | -$18.5K | 0.26% | 43 |
|
|
2022
Q3 | $275K | Buy |
1,909
+346
| +22% | +$49.8K | 0.26% | 42 |
|
|
2022
Q2 | $254K | Hold |
1,563
| – | – | 0.04% | 62 |
|
|
2022
Q1 | $254K | Buy |
+1,563
| New | +$254K | 0.13% | 49 |
|