Annis Gardner Whiting Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
9,958
+70
| +0.7% | +$10K | 0.49% | 39 |
|
|
2025
Q1 | $1.65M | Buy |
9,888
+539
| +6% | +$90.2K | 0.7% | 26 |
|
|
2024
Q4 | $1.35M | Buy |
9,349
+279
| +3% | +$40.4K | 0.38% | 50 |
|
|
2024
Q3 | $1.34M | Buy |
9,070
+27
| +0.3% | +$3.98K | 0.38% | 49 |
|
|
2024
Q2 | $1.41M | Buy |
9,043
+6,452
| +249% | +$1.01M | 0.4% | 44 |
|
|
2024
Q1 | $409K | Buy |
2,591
+410
| +19% | +$64.7K | 0.15% | 116 |
|
|
2023
Q4 | $325K | Buy |
2,181
+347
| +19% | +$51.8K | 0.14% | 116 |
|
|
2023
Q3 | $309K | Buy |
+1,834
| New | +$309K | 0.17% | 106 |
|