Alta Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
8,229
| – | – | 0.42% | 38 |
|
|
2025
Q1 | $1.38M | Buy |
8,229
+2,600
| +46% | +$435K | 0.59% | 27 |
|
|
2024
Q4 | $815K | Buy |
5,629
+929
| +20% | +$135K | 0.51% | 31 |
|
|
2024
Q3 | $692K | Hold |
4,700
| – | – | 0.32% | 33 |
|
|
2024
Q2 | $735K | Hold |
4,700
| – | – | 0.35% | 28 |
|
|
2024
Q1 | $741K | Hold |
4,700
| – | – | 0.37% | 28 |
|
|
2023
Q4 | $701K | Hold |
4,700
| – | – | 0.37% | 28 |
|
|
2023
Q3 | $793K | Hold |
4,700
| – | – | 0.46% | 23 |
|
|
2023
Q2 | $740K | Hold |
4,700
| – | – | 0.42% | 24 |
|
|
2023
Q1 | $767K | Hold |
4,700
| – | – | 0.46% | 21 |
|
|
2022
Q4 | $844K | Hold |
4,700
| – | – | 0.51% | 20 |
|
|
2022
Q3 | $675K | Buy |
+4,700
| New | +$675K | 0.43% | 22 |
|
|
2013
Q4 | – | Sell |
-219
| Closed | -$27K | – | 55 |
|
|
2013
Q3 | $27K | Sell |
219
-145
| -40% | -$17.9K | 0.01% | 56 |
|
|
2013
Q2 | $43K | Buy |
+364
| New | +$43K | 0.02% | 68 |
|