WAG
Wiser Advisor Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-360
| Closed | -$60.2K | – | 92 |
|
|
2025
Q1 | $60.2K | Buy |
360
+4
| +1% | +$669 | 0.09% | 83 |
|
|
2024
Q4 | $51.6K | Buy |
356
+3
| +0.8% | +$435 | 0.08% | 95 |
|
|
2024
Q3 | $51.9K | Buy |
353
+11
| +3% | +$1.62K | 0.08% | 94 |
|
|
2024
Q2 | $53.4K | Buy |
342
+4
| +1% | +$625 | 0.08% | 90 |
|
|
2024
Q1 | $53.3K | Buy |
338
+4
| +1% | +$631 | 0.08% | 92 |
|
|
2023
Q4 | $49.9K | Buy |
+334
| New | +$49.9K | 0.08% | 95 |
|