Advisornet Financial’s Chevron CVX Stock Holding History

Advisornet Financial’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Sell	11,556 -851	-7%	-$122K	0.11%	183
2025 Q1	$2.08M	Buy	12,407 +512	+4%	+$85.7K	0.15%	154
2024 Q4	$1.72M	Buy	11,895 +252	+2%	+$36.5K	0.14%	153
2024 Q3	$1.71M	Buy	11,643 +531	+5%	+$78.2K	0.13%	164
2024 Q2	$1.74M	Sell	11,112 -106	-0.9%	-$16.6K	0.16%	144
2024 Q1	$1.77M	Sell	11,218 -607	-5%	-$95.8K	0.17%	140
2023 Q4	$1.76M	Sell	11,825 -2,144	-15%	-$320K	0.16%	144
2023 Q3	$2.36M	Sell	13,969 -2,661	-16%	-$449K	0.21%	109
2023 Q2	$2.62M	Sell	16,630 -12	-0.1%	-$1.89K	0.22%	108
2023 Q1	$2.72M	Buy	16,642 +1,843	+12%	+$301K	0.25%	98
2022 Q4	$2.66M	Sell	14,799 -888	-6%	-$159K	0.26%	90
2022 Q3	$2.25M	Buy	15,687 +897	+6%	+$129K	0.23%	111
2022 Q2	$2.14M	Sell	14,790 -856	-5%	-$124K	0.21%	116
2022 Q1	$2.55M	Buy	15,646 +862	+6%	+$140K	0.16%	126
2021 Q4	$1.74M	Buy	14,784 +4,552	+44%	+$534K	0.11%	178
2021 Q3	$1.04M	Buy	10,232 +1,946	+23%	+$197K	0.07%	230
2021 Q2	$868K	Sell	8,286 -352	-4%	-$36.9K	0.06%	278
2021 Q1	$905K	Buy	8,638 +2,820	+48%	+$295K	0.06%	255
2020 Q4	$491K	Sell	5,818 -2,457	-30%	-$207K	0.04%	340
2020 Q3	$596K	Sell	8,275 -307	-4%	-$22.1K	0.05%	314
2020 Q2	$766K	Sell	8,582 -3,948	-32%	-$352K	0.06%	258
2020 Q1	$908K	Sell	12,530 -2,686	-18%	-$195K	0.08%	206
2019 Q4	$1.83M	Sell	15,216 -4,507	-23%	-$543K	0.16%	137
2019 Q3	$2.34M	Buy	19,723 +3,521	+22%	+$418K	0.22%	107
2019 Q2	$2.02M	Buy	16,202 +2,237	+16%	+$278K	0.22%	103
2019 Q1	$1.72M	Buy	13,965 +1,548	+12%	+$191K	0.21%	110
2018 Q4	$1.35M	Buy	12,417 +2,932	+31%	+$319K	0.19%	116
2018 Q3	$1.16M	Buy	9,485 +1,771	+23%	+$217K	0.15%	142
2018 Q2	$975K	Sell	7,714 -24	-0.3%	-$3.03K	0.13%	147
2018 Q1	$882K	Buy	7,738 +1,055	+16%	+$120K	0.12%	152
2017 Q4	$837K	Buy	+6,683	New	+$837K	0.13%	147