WPA
West Paces Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
9,943
-1,471
| -13% | -$211K | 0.3% | 41 |
|
|
2025
Q1 | $1.91M | Sell |
11,414
-648
| -5% | -$108K | 0.43% | 33 |
|
|
2024
Q4 | $1.75M | Sell |
12,062
-76
| -0.6% | -$11K | 0.43% | 34 |
|
|
2024
Q3 | $1.79M | Buy |
12,138
+717
| +6% | +$106K | 0.44% | 32 |
|
|
2024
Q2 | $1.79M | Buy |
11,421
+205
| +2% | +$32.1K | 0.47% | 34 |
|
|
2024
Q1 | $1.77M | Sell |
11,216
-352
| -3% | -$55.5K | 0.47% | 32 |
|
|
2023
Q4 | $1.73M | Buy |
11,568
+214
| +2% | +$31.9K | 0.48% | 28 |
|
|
2023
Q3 | $1.91M | Sell |
11,354
-376
| -3% | -$63.4K | 0.6% | 24 |
|
|
2023
Q2 | $1.85M | Sell |
11,730
-60
| -0.5% | -$9.44K | 0.54% | 26 |
|
|
2023
Q1 | $1.92M | Buy |
11,790
+382
| +3% | +$62.3K | 0.6% | 23 |
|
|
2022
Q4 | $2.05M | Buy |
11,408
+520
| +5% | +$93.3K | 0.65% | 24 |
|
|
2022
Q3 | $1.56M | Buy |
10,888
+431
| +4% | +$61.9K | 0.56% | 24 |
|
|
2022
Q2 | $1.51M | Buy |
10,457
+168
| +2% | +$24.3K | 0.52% | 29 |
|
|
2022
Q1 | $1.68M | Buy |
10,289
+99
| +1% | +$16.1K | 0.52% | 27 |
|
|
2021
Q4 | $1.2M | Sell |
10,190
-485
| -5% | -$56.9K | 0.37% | 42 |
|
|
2021
Q3 | $1.08M | Buy |
10,675
+770
| +8% | +$78.1K | 0.38% | 43 |
|
|
2021
Q2 | $1.04M | Sell |
9,905
-177
| -2% | -$18.5K | 0.38% | 44 |
|
|
2021
Q1 | $1.06M | Buy |
10,082
+341
| +4% | +$35.7K | 0.42% | 40 |
|
|
2020
Q4 | $823K | Sell |
9,741
-133
| -1% | -$11.2K | 0.37% | 55 |
|
|
2020
Q3 | $711K | Sell |
9,874
-92
| -0.9% | -$6.62K | 0.36% | 57 |
|
|
2020
Q2 | $889K | Buy |
9,966
+3,163
| +46% | +$282K | 0.48% | 38 |
|
|
2020
Q1 | $493K | Sell |
6,803
-2,119
| -24% | -$154K | 0.31% | 61 |
|
|
2019
Q4 | $1.08M | Buy |
8,922
+112
| +1% | +$13.5K | 0.58% | 34 |
|
|
2019
Q3 | $1.04M | Buy |
8,810
+43
| +0.5% | +$5.1K | 0.62% | 32 |
|
|
2019
Q2 | $1.09M | Sell |
8,767
-303
| -3% | -$37.7K | 0.68% | 31 |
|
|
2019
Q1 | $1.12M | Buy |
9,070
+2,476
| +38% | +$305K | 0.78% | 29 |
|
|
2018
Q4 | $717K | Sell |
6,594
-26
| -0.4% | -$2.83K | 0.55% | 46 |
|
|
2018
Q3 | $809K | Sell |
6,620
-27
| -0.4% | -$3.3K | 0.58% | 39 |
|
|
2018
Q2 | $840K | Buy |
6,647
+2,724
| +69% | +$344K | 0.63% | 34 |
|
|
2018
Q1 | $447K | Buy |
3,923
+1,344
| +52% | +$153K | 0.33% | 67 |
|
|
2017
Q4 | $323K | Hold |
2,579
| – | – | 0.24% | 82 |
|
|
2017
Q3 | $303K | Hold |
2,579
| – | – | 0.23% | 84 |
|
|
2017
Q2 | $269K | Sell |
2,579
-717
| -22% | -$74.8K | 0.21% | 90 |
|
|
2017
Q1 | $354K | Sell |
3,296
-272
| -8% | -$29.2K | 0.28% | 78 |
|
|
2016
Q4 | $420K | Buy |
+3,568
| New | +$420K | 0.39% | 65 |
|