WFA
West Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
886
| – | – | 0.02% | 72 |
|
|
2025
Q1 | $148K | Buy |
+886
| New | +$148K | 0.03% | 69 |
|
|
2023
Q4 | – | Sell |
-87
| Closed | -$14.7K | – | 168 |
|
|
2023
Q3 | $14.7K | Buy |
+87
| New | +$14.7K | ﹤0.01% | 120 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$6.55K | – | 189 |
|
|
2023
Q1 | $6.55K | Buy |
+40
| New | +$6.55K | ﹤0.01% | 125 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$7K | – | 171 |
|
|
2022
Q1 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 151 |
|