AO
Advisor OS’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
6,335
+253
| +4% | +$36.2K | 0.09% | 164 |
|
|
2025
Q1 | $1.02M | Buy |
6,082
+1,116
| +22% | +$187K | 0.12% | 123 |
|
|
2024
Q4 | $719K | Buy |
4,966
+945
| +24% | +$137K | 0.08% | 163 |
|
|
2024
Q3 | $592K | Sell |
4,021
-800
| -17% | -$118K | 0.06% | 232 |
|
|
2024
Q2 | $754K | Sell |
4,821
-550
| -10% | -$86K | 0.08% | 193 |
|
|
2024
Q1 | $847K | Buy |
5,371
+640
| +14% | +$101K | 0.1% | 186 |
|
|
2023
Q4 | $706K | Buy |
4,731
+448
| +10% | +$66.8K | 0.09% | 173 |
|
|
2023
Q3 | $722K | Buy |
4,283
+158
| +4% | +$26.6K | 0.11% | 166 |
|
|
2023
Q2 | $649K | Buy |
4,125
+2,277
| +123% | +$358K | 0.11% | 177 |
|
|
2023
Q1 | $301K | Sell |
1,848
-61
| -3% | -$9.95K | 0.07% | 192 |
|
|
2022
Q4 | $343K | Buy |
+1,909
| New | +$343K | 0.09% | 172 |
|