AC
AlphaCore Capital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
25,081
+2,897
| +13% | +$415K | 0.14% | 123 |
|
|
2025
Q1 | $3.71M | Buy |
22,184
+2,354
| +12% | +$394K | 0.32% | 66 |
|
|
2024
Q4 | $2.87M | Sell |
19,830
-53
| -0.3% | -$7.68K | 0.62% | 29 |
|
|
2024
Q3 | $2.93M | Sell |
19,883
-10
| -0.1% | -$1.47K | 0.66% | 25 |
|
|
2024
Q2 | $3.11M | Buy |
19,893
+899
| +5% | +$141K | 0.75% | 24 |
|
|
2024
Q1 | $3M | Sell |
18,994
-850
| -4% | -$134K | 0.8% | 25 |
|
|
2023
Q4 | $2.96M | Sell |
19,844
-27
| -0.1% | -$4.03K | 0.43% | 43 |
|
|
2023
Q3 | $3.35M | Buy |
19,871
+1,049
| +6% | +$177K | 0.53% | 34 |
|
|
2023
Q2 | $2.97M | Buy |
18,822
+11,519
| +158% | +$1.82M | 0.48% | 41 |
|
|
2023
Q1 | $1.19M | Buy |
7,303
+136
| +2% | +$22.2K | 0.32% | 50 |
|
|
2022
Q4 | $1.29M | Buy |
7,167
+1,489
| +26% | +$267K | 0.5% | 26 |
|
|
2022
Q3 | $816K | Buy |
5,678
+1,039
| +22% | +$149K | 0.37% | 29 |
|
|
2022
Q2 | $672K | Buy |
4,639
+1,097
| +31% | +$159K | 0.31% | 34 |
|
|
2022
Q1 | $577K | Buy |
3,542
+1,352
| +62% | +$220K | 0.22% | 43 |
|
|
2021
Q4 | $257K | Sell |
2,190
-33
| -1% | -$3.87K | 0.11% | 41 |
|
|
2021
Q3 | $226K | Sell |
2,223
-223
| -9% | -$22.7K | 0.11% | 52 |
|
|
2021
Q2 | $256K | Buy |
+2,446
| New | +$256K | 0.14% | 34 |
|
|
2020
Q2 | – | Sell |
-781
| Closed | -$57K | – | 126 |
|
|
2020
Q1 | $57K | Sell |
781
-978
| -56% | -$71.4K | 0.04% | 100 |
|
|
2019
Q4 | $212K | Buy |
+1,759
| New | +$212K | 0.13% | 67 |
|