Ackerman Capital Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Hold	7,807	–	–	0.26%	49
2025 Q1	$1.31M	Hold	7,807	–	–	0.34%	39
2024 Q4	$1.13M	Hold	7,807	–	–	0.3%	42
2024 Q3	$1.15M	Hold	7,807	–	–	0.3%	42
2024 Q2	$1.22M	Buy	7,807 +100	+1%	+$15.6K	0.32%	42
2024 Q1	$1.22M	Hold	7,707	–	–	0.34%	43
2023 Q4	$1.15M	Hold	7,707	–	–	0.32%	51
2023 Q3	$1.3M	Hold	7,707	–	–	0.36%	39
2023 Q2	$1.21M	Sell	7,707 -72	-0.9%	-$11.3K	0.31%	43
2023 Q1	$1.27M	Hold	7,779	–	–	0.33%	43
2022 Q4	$1.4M	Buy	7,779 +62	+0.8%	+$11.1K	0.38%	37
2022 Q3	$1.11M	Hold	7,717	–	–	0.32%	41
2022 Q2	$1.12M	Hold	7,717	–	–	0.3%	46
2022 Q1	$1.26M	Sell	7,717 -2,050	-21%	-$334K	0.3%	43
2021 Q4	$1.15M	Hold	9,767	–	–	0.26%	45
2021 Q3	$991K	Hold	9,767	–	–	0.23%	41
2021 Q2	$1.02M	Hold	9,767	–	–	0.24%	37
2021 Q1	$1.02M	Hold	9,767	–	–	0.25%	41
2020 Q4	$825K	Hold	9,767	–	–	0.21%	46
2020 Q3	$703K	Hold	9,767	–	–	0.2%	46
2020 Q2	$872K	Hold	9,767	–	–	0.26%	39
2020 Q1	$708K	Sell	9,767 -607	-6%	-$44K	0.28%	35
2019 Q4	$1.25M	Sell	10,374 -197	-2%	-$23.7K	0.37%	39
2019 Q3	$1.25M	Buy	10,571 +3	+0%	+$356	0.43%	34
2019 Q2	$1.32K	Sell	10,568 -97	-0.9%	-$12	0.01%	74
2019 Q1	$1.31K	Buy	10,665 +2	+0%	–	0.01%	72
2018 Q4	$1.16K	Buy	+10,663	New	+$1.16K	0.09%	78
2018 Q1	$1.37M	Buy	10,972 +2	+0%	+$250	0.55%	31
2017 Q4	$1.29M	Buy	+10,970	New	+$1.29M	0.55%	27
2017 Q2	$1.13M	Buy	+10,815	New	+$1.13M	0.47%	32