WAOTB
Wealth Advisors of Tampa Bay’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.82M | Buy |
26,706
+3,885
| +17% | +$556K | 1.44% | 29 |
|
2025
Q1 | $3.82M | Buy |
22,821
+3,186
| +16% | +$533K | 1.55% | 29 |
|
2024
Q4 | $2.84M | Buy |
19,635
+4,533
| +30% | +$657K | 1.22% | 31 |
|
2024
Q3 | $2.22M | Buy |
+15,102
| New | +$2.22M | 0.93% | 41 |
|