Advyzon Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
4,688
+1,003
+27% +$144K 0.15% 132
2025
Q1
$616K Sell
3,685
-62
-2% -$10.4K 0.22% 88
2024
Q4
$543K Buy
+3,747
New +$543K 0.21% 95