WAM
WFA Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
5,386
+55
| +1% | +$8.6K | 0.48% | 21 |
|
|
2025
Q1 | $841K | Sell |
5,331
-173
| -3% | -$27.3K | 0.44% | 23 |
|
|
2024
Q4 | $797K | Buy |
5,504
+55
| +1% | +$7.97K | 0.43% | 21 |
|
|
2024
Q3 | $802K | Buy |
5,449
+63
| +1% | +$9.28K | 0.44% | 21 |
|
|
2024
Q2 | $842K | Buy |
5,386
+55
| +1% | +$8.6K | 0.48% | 21 |
|
|
2024
Q1 | $841K | Sell |
5,331
-288
| -5% | -$45.4K | 0.44% | 23 |
|
|
2023
Q4 | $838K | Buy |
5,619
+58
| +1% | +$8.65K | 0.46% | 20 |
|
|
2023
Q3 | $938K | Buy |
5,561
+328
| +6% | +$55.3K | 0.56% | 19 |
|
|
2023
Q2 | $823K | Sell |
5,233
-208
| -4% | -$32.7K | 0.49% | 21 |
|
|
2023
Q1 | $888K | Buy |
5,441
+49
| +0.9% | +$8K | 0.54% | 20 |
|
|
2022
Q4 | $968K | Buy |
5,392
+162
| +3% | +$29.1K | 0.64% | 20 |
|
|
2022
Q3 | $751K | Sell |
5,230
-28
| -0.5% | -$4.02K | 0.54% | 18 |
|
|
2022
Q2 | $761K | Buy |
5,258
+45
| +0.9% | +$6.52K | 0.53% | 17 |
|
|
2022
Q1 | $849K | Buy |
5,213
+42
| +0.8% | +$6.84K | 0.56% | 16 |
|
|
2021
Q4 | $607K | Buy |
+5,171
| New | +$607K | 0.4% | 19 |
|