American Capital Advisory’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.73K Buy
54
+10
+23% +$1.43K ﹤0.01% 309
2025
Q1
$7.36K Buy
44
+18
+69% +$3.01K ﹤0.01% 313
2024
Q4
$3.77K Sell
26
-1
-4% -$145 ﹤0.01% 370
2024
Q3
$3.98K Sell
27
-4
-13% -$589 ﹤0.01% 361
2024
Q2
$4.62K Sell
31
-125
-80% -$18.6K ﹤0.01% 310
2024
Q1
$25.4K Buy
156
+125
+403% +$20.4K 0.02% 184
2023
Q4
$4.62K Buy
+31
New +$4.62K ﹤0.01% 310