Advocate 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 | $9.39M | Buy |
65,546
+1,484
| +2% | +$212K | 1.68% | 17 |
|
|
2025
Q1 | $10.7M | Buy |
64,062
+1,284
| +2% | +$215K | 1.95% | 10 |
|
|
2024
Q4 | $9.09M | Buy |
62,778
+2,204
| +4% | +$319K | 1.71% | 15 |
|
|
2024
Q3 | $8.92M | Buy |
60,574
+1,170
| +2% | +$172K | 1.62% | 21 |
|
|
2024
Q2 | $9.29M | Buy |
59,404
+820
| +1% | +$128K | 1.87% | 9 |
|
|
2024
Q1 | $9.24M | Buy |
58,584
+6,386
| +12% | +$1.01M | 1.84% | 10 |
|
|
2023
Q4 | $7.79M | Buy |
52,198
+375
| +0.7% | +$55.9K | 1.67% | 14 |
|
|
2023
Q3 | $8.74M | Buy |
51,823
+1,185
| +2% | +$200K | 2.03% | 10 |
|
|
2023
Q2 | $7.97M | Buy |
50,638
+58
| +0.1% | +$9.13K | 1.75% | 17 |
|
|
2023
Q1 | $8.25M | Sell |
50,580
-2,430
| -5% | -$396K | 1.8% | 17 |
|
|
2022
Q4 | $9.51M | Sell |
53,010
-1,134
| -2% | -$204K | 2.05% | 9 |
|
|
2022
Q3 | $7.78M | Sell |
54,144
-2,026
| -4% | -$291K | 1.92% | 13 |
|
|
2022
Q2 | $8.13M | Buy |
+56,170
| New | +$8.13M | 1.89% | 15 |
|