WPA
Winning Points Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $673K | Buy |
+3,944
| New | +$673K | 1.14% | 16 |
|
|
2024
Q1 | $697K | Hold |
4,670
| – | – | 1.07% | 16 |
|
|
2023
Q4 | $697K | Buy |
4,670
+726
| +18% | +$108K | 1.07% | 16 |
|
|
2023
Q3 | $673K | Sell |
3,944
-726
| -16% | -$124K | 1.19% | 16 |
|
|
2023
Q2 | $697K | Sell |
4,670
-1,935
| -29% | -$289K | 1.07% | 16 |
|
|
2023
Q1 | $1.08M | Hold |
6,605
| – | – | 1.19% | 20 |
|
|
2022
Q4 | $1.19M | Sell |
6,605
-365
| -5% | -$65.5K | 1.51% | 16 |
|
|
2022
Q3 | $1.02M | Buy |
6,970
+61
| +0.9% | +$8.89K | 1.24% | 20 |
|
|
2022
Q2 | $1M | Hold |
6,909
| – | – | 1.1% | 21 |
|
|
2022
Q1 | $1.13M | Sell |
6,909
-9,625
| -58% | -$1.57M | 0.87% | 26 |
|
|
2021
Q4 | $2.06M | Buy |
16,534
+9,425
| +133% | +$1.17M | 1.49% | 20 |
|
|
2021
Q3 | $721K | Buy |
7,109
+1,310
| +23% | +$133K | 0.53% | 36 |
|
|
2021
Q2 | $607K | Sell |
5,799
-1,510
| -21% | -$158K | 0.45% | 39 |
|
|
2021
Q1 | $766K | Sell |
7,309
-223
| -3% | -$23.4K | 0.57% | 38 |
|
|
2020
Q4 | $636K | Sell |
7,532
-1,536
| -17% | -$130K | 0.51% | 36 |
|
|
2020
Q3 | $653K | Buy |
9,068
+304
| +3% | +$21.9K | 0.56% | 34 |
|
|
2020
Q2 | $782K | Sell |
8,764
-7,100
| -45% | -$634K | 0.75% | 28 |
|
|
2020
Q1 | $1.14M | Sell |
15,864
-500
| -3% | -$36.1K | 1.12% | 26 |
|
|
2019
Q4 | $1.97M | Sell |
16,364
-120
| -0.7% | -$14.5K | 1.26% | 22 |
|
|
2019
Q3 | $1.96M | Sell |
16,484
-50
| -0.3% | -$5.93K | 1.41% | 20 |
|
|
2019
Q2 | $2.06M | Sell |
16,534
-100
| -0.6% | -$12.4K | 1.49% | 20 |
|
|
2019
Q1 | $2.05M | Sell |
16,634
-100
| -0.6% | -$12.3K | 1.59% | 19 |
|
|
2018
Q4 | $1.85M | Buy |
16,734
+200
| +1% | +$22.1K | 1.59% | 19 |
|
|
2018
Q3 | $2.02M | Sell |
16,534
-250
| -1% | -$30.6K | 1.49% | 18 |
|
|
2018
Q2 | $2.12M | Sell |
16,784
-10
| -0.1% | -$1.26K | 1.7% | 18 |
|
|
2018
Q1 | $1.93M | Sell |
16,794
-750
| -4% | -$86K | 1.57% | 19 |
|
|
2017
Q4 | $2.2M | Sell |
17,544
-145
| -0.8% | -$18.2K | 1.79% | 19 |
|
|
2017
Q3 | $2.08M | Buy |
17,689
+1,120
| +7% | +$132K | 1.79% | 20 |
|
|
2017
Q2 | $1.76M | Sell |
16,569
-3,100
| -16% | -$329K | 1.72% | 19 |
|
|
2017
Q1 | $2.12M | Sell |
19,669
-209
| -1% | -$22.5K | 2.07% | 16 |
|
|
2016
Q4 | $2.34M | Buy |
+19,878
| New | +$2.34M | 2.55% | 13 |
|