Altrius Capital 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 | $4.6M | Buy |
32,156
+450
| +1% | +$64.4K | 1.08% | 48 |
|
|
2025
Q1 | $5.3M | Buy |
31,706
+113
| +0.4% | +$18.9K | 1.29% | 35 |
|
|
2024
Q4 | $4.58M | Sell |
31,593
-287
| -0.9% | -$41.6K | 1.23% | 39 |
|
|
2024
Q3 | $4.7M | Buy |
31,880
+3,688
| +13% | +$543K | 1.18% | 49 |
|
|
2024
Q2 | $4.41M | Buy |
28,192
+1,421
| +5% | +$222K | 1.16% | 47 |
|
|
2024
Q1 | $4.22M | Buy |
26,771
+2,454
| +10% | +$387K | 1.06% | 53 |
|
|
2023
Q4 | $3.63M | Buy |
24,317
+2,984
| +14% | +$445K | 1.01% | 55 |
|
|
2023
Q3 | $3.6M | Buy |
21,333
+434
| +2% | +$73.2K | 1.07% | 41 |
|
|
2023
Q2 | $3.29M | Buy |
20,899
+631
| +3% | +$99.3K | 0.97% | 53 |
|
|
2023
Q1 | $3.31M | Buy |
20,268
+286
| +1% | +$46.7K | 1.01% | 51 |
|
|
2022
Q4 | $3.59M | Sell |
19,982
-270
| -1% | -$48.5K | 1.13% | 36 |
|
|
2022
Q3 | $2.91M | Sell |
20,252
-17,171
| -46% | -$2.47M | 1.11% | 40 |
|
|
2022
Q2 | $5.42M | Buy |
+37,423
| New | +$5.42M | 1.76% | 4 |
|