Advantage Trust Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8K | Hold |
634
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $106K | Sell |
634
-10
| -2% | -$1.67K | 0.06% | 64 |
|
|
2024
Q4 | $93.3K | Buy |
644
+534
| +485% | +$77.3K | 0.05% | 76 |
|
|
2024
Q3 | $16.2K | Hold |
110
| – | – | 0.01% | 131 |
|
|
2024
Q2 | $17.2K | Hold |
110
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $17.4K | Hold |
110
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $16.4K | Buy |
+110
| New | +$16.4K | 0.01% | 152 |
|