Accordant Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7K | Sell |
368
-14,426
| -98% | -$2.07M | 0.04% | 79 |
|
|
2025
Q1 | $2.47M | Sell |
14,794
-376
| -2% | -$62.9K | 2.42% | 17 |
|
|
2024
Q4 | $2.2M | Sell |
15,170
-81
| -0.5% | -$11.7K | 2.12% | 15 |
|
|
2024
Q3 | $2.25M | Buy |
15,251
+435
| +3% | +$64.1K | 1.79% | 18 |
|
|
2024
Q2 | $2.32M | Sell |
14,816
-267
| -2% | -$41.8K | 2.19% | 15 |
|
|
2024
Q1 | $2.38M | Buy |
+15,083
| New | +$2.38M | 1.78% | 17 |
|