WAAG
Wealth Alliance Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
23,454
+1,765
| +8% | +$253K | 0.64% | 35 |
|
|
2025
Q1 | $3.63M | Buy |
21,689
+358
| +2% | +$59.9K | 0.75% | 29 |
|
|
2024
Q4 | $3.09M | Sell |
21,331
-278
| -1% | -$40.3K | 0.65% | 34 |
|
|
2024
Q3 | $3.18M | Buy |
21,609
+959
| +5% | +$141K | 0.67% | 30 |
|
|
2024
Q2 | $3.23M | Buy |
20,650
+564
| +3% | +$88.2K | 0.73% | 28 |
|
|
2024
Q1 | $3.17M | Sell |
20,086
-748
| -4% | -$118K | 0.74% | 27 |
|
|
2023
Q4 | $3.11M | Buy |
20,834
+2,965
| +17% | +$442K | 0.81% | 25 |
|
|
2023
Q3 | $3.01M | Buy |
17,869
+160
| +0.9% | +$27K | 0.89% | 22 |
|
|
2023
Q2 | $2.79M | Buy |
17,709
+228
| +1% | +$35.9K | 0.98% | 20 |
|
|
2023
Q1 | $2.85M | Sell |
17,481
-3,108
| -15% | -$507K | 1.07% | 19 |
|
|
2022
Q4 | $3.7M | Buy |
20,589
+529
| +3% | +$94.9K | 1.41% | 15 |
|
|
2022
Q3 | $2.88M | Buy |
20,060
+1,635
| +9% | +$235K | 1.27% | 16 |
|
|
2022
Q2 | $2.67M | Buy |
18,425
+766
| +4% | +$111K | 1.26% | 16 |
|
|
2022
Q1 | $2.88M | Buy |
17,659
+1,675
| +10% | +$273K | 1.25% | 15 |
|
|
2021
Q4 | $1.88M | Buy |
15,984
+5,423
| +51% | +$636K | 0.82% | 25 |
|
|
2021
Q3 | $1.07M | Buy |
10,561
+261
| +3% | +$26.5K | 0.52% | 34 |
|
|
2021
Q2 | $1.08M | Sell |
10,300
-3,924
| -28% | -$411K | 0.52% | 39 |
|
|
2021
Q1 | $1.49M | Buy |
14,224
+1,282
| +10% | +$134K | 0.76% | 28 |
|
|
2020
Q4 | $1.09M | Buy |
12,942
+588
| +5% | +$49.7K | 0.59% | 34 |
|
|
2020
Q3 | $889K | Sell |
12,354
-1,791
| -13% | -$129K | 0.53% | 32 |
|
|
2020
Q2 | $1.26M | Buy |
14,145
+113
| +0.8% | +$10.1K | 0.77% | 28 |
|
|
2020
Q1 | $1.02M | Buy |
14,032
+1,060
| +8% | +$76.8K | 0.79% | 27 |
|
|
2019
Q4 | $1.56M | Buy |
12,972
+229
| +2% | +$27.6K | 0.89% | 27 |
|
|
2019
Q3 | $1.48M | Buy |
12,743
+115
| +0.9% | +$13.4K | 0.92% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
12,628
-20
| -0.2% | -$2.52K | 0.98% | 26 |
|
|
2019
Q1 | $1.5M | Sell |
12,648
-402
| -3% | -$47.5K | 0.96% | 24 |
|
|
2018
Q4 | $1.42M | Buy |
13,050
+5,225
| +67% | +$569K | 1.06% | 23 |
|
|
2018
Q3 | $957K | Buy |
7,825
+200
| +3% | +$24.5K | 0.49% | 44 |
|
|
2018
Q2 | $964K | Buy |
7,625
+61
| +0.8% | +$7.71K | 0.53% | 40 |
|
|
2018
Q1 | $863K | Buy |
7,564
+2,837
| +60% | +$324K | 0.5% | 41 |
|
|
2017
Q4 | $592K | Buy |
+4,727
| New | +$592K | 0.53% | 45 |
|