WMA
Wealth Management Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
7,333
+1
| +0% | +$143 | 0.41% | 55 |
|
|
2025
Q1 | $1.23M | Sell |
7,332
-524
| -7% | -$87.7K | 0.53% | 43 |
|
|
2024
Q4 | $1.14M | Sell |
7,856
-30
| -0.4% | -$4.35K | 0.49% | 44 |
|
|
2024
Q3 | $1.16M | Buy |
7,886
+286
| +4% | +$42.1K | 0.51% | 43 |
|
|
2024
Q2 | $1.19M | Hold |
7,600
| – | – | 0.56% | 40 |
|
|
2024
Q1 | $1.19M | Sell |
7,600
-1,107
| -13% | -$173K | 0.56% | 40 |
|
|
2023
Q4 | $1.3M | Sell |
8,707
-1,379
| -14% | -$206K | 0.69% | 35 |
|
|
2023
Q3 | $1.7M | Sell |
10,086
-334
| -3% | -$56.3K | 0.99% | 22 |
|
|
2023
Q2 | $1.64M | Sell |
10,420
-125
| -1% | -$19.7K | 0.93% | 24 |
|
|
2023
Q1 | $1.72M | Buy |
10,545
+40
| +0.4% | +$6.53K | 1.06% | 21 |
|
|
2022
Q4 | $1.89M | Buy |
10,505
+1,530
| +17% | +$275K | 1.26% | 18 |
|
|
2022
Q3 | $1.29M | Buy |
8,975
+1,479
| +20% | +$212K | 0.91% | 23 |
|
|
2022
Q2 | $1.09M | Buy |
7,496
+790
| +12% | +$114K | 0.74% | 32 |
|
|
2022
Q1 | $1.09M | Buy |
6,706
+323
| +5% | +$52.6K | 0.62% | 34 |
|
|
2021
Q4 | $749K | Buy |
6,383
+440
| +7% | +$51.6K | 0.4% | 62 |
|
|
2021
Q3 | $603K | Buy |
5,943
+1
| +0% | +$101 | 0.35% | 72 |
|
|
2021
Q2 | $622K | Sell |
5,942
-217
| -4% | -$22.7K | 0.35% | 65 |
|
|
2021
Q1 | $645K | Buy |
6,159
+681
| +12% | +$71.4K | 0.41% | 60 |
|
|
2020
Q4 | $463K | Sell |
5,478
-156
| -3% | -$13.2K | 0.3% | 85 |
|
|
2020
Q3 | $406K | Sell |
5,634
-7
| -0.1% | -$504 | 0.31% | 75 |
|
|
2020
Q2 | $503K | Buy |
5,641
+216
| +4% | +$19.3K | 0.42% | 58 |
|
|
2020
Q1 | $393K | Buy |
5,425
+226
| +4% | +$16.4K | 0.4% | 61 |
|
|
2019
Q4 | $627K | Hold |
5,199
| – | – | 0.45% | 54 |
|
|
2019
Q3 | $617K | Buy |
5,199
+1,360
| +35% | +$161K | 0.5% | 48 |
|
|
2019
Q2 | $478K | Buy |
3,839
+300
| +8% | +$37.3K | 0.48% | 49 |
|
|
2019
Q1 | $436K | Sell |
3,539
-14
| -0.4% | -$1.72K | 0.48% | 54 |
|
|
2018
Q4 | $387K | Buy |
+3,553
| New | +$387K | 0.52% | 48 |
|