WOSD
WFA of San Diego’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
+2,432
| New | +$348K | 0.26% | 69 |
|
|
2024
Q3 | $321K | Hold |
2,179
| – | – | 0.27% | 75 |
|
|
2024
Q2 | $341K | Buy |
+2,179
| New | +$341K | 0.3% | 65 |
|
|
2023
Q3 | $367K | Sell |
2,179
-250
| -10% | -$42.2K | 0.38% | 55 |
|
|
2023
Q2 | $382K | Sell |
2,429
-96
| -4% | -$15.1K | 0.38% | 52 |
|
|
2023
Q1 | $412K | Buy |
2,525
+88
| +4% | +$14.4K | 0.43% | 49 |
|
|
2022
Q4 | $437K | Hold |
2,437
| – | – | 0.33% | 60 |
|
|
2022
Q3 | $350K | Sell |
2,437
-54
| -2% | -$7.76K | 0.32% | 64 |
|
|
2022
Q2 | $361K | Sell |
2,491
-300
| -11% | -$43.5K | 0.31% | 59 |
|
|
2022
Q1 | $454K | Sell |
2,791
-316
| -10% | -$51.4K | 0.35% | 61 |
|
|
2021
Q4 | $365K | Sell |
3,107
-169
| -5% | -$19.9K | 0.21% | 83 |
|
|
2021
Q3 | $332K | Sell |
3,276
-415
| -11% | -$42.1K | 0.23% | 78 |
|
|
2021
Q2 | $387K | Hold |
3,691
| – | – | 0.3% | 62 |
|
|
2021
Q1 | $387K | Buy |
+3,691
| New | +$387K | 0.32% | 62 |
|
|
2020
Q4 | – | Sell |
-3,941
| Closed | -$283K | – | 97 |
|
|
2020
Q3 | $283K | Sell |
3,941
-18,333
| -82% | -$1.32M | 0.27% | 64 |
|
|
2020
Q2 | $2.43M | Buy |
+22,274
| New | +$2.43M | 0.57% | 31 |
|