Astoria Portfolio 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 | $332K | Buy |
2,131
+151
| +8% | +$23.5K | 0.09% | 172 |
|
|
2025
Q1 | $271K | Buy |
+1,980
| New | +$271K | 0.09% | 178 |
|
|
2024
Q3 | – | Sell |
-1,322
| Closed | -$207K | – | 211 |
|
|
2024
Q2 | $207K | Sell |
1,322
-109
| -8% | -$17.1K | 0.07% | 181 |
|
|
2024
Q1 | $226K | Sell |
1,431
-31
| -2% | -$4.89K | 0.09% | 162 |
|
|
2023
Q4 | $223K | Sell |
1,462
-2,432
| -62% | -$371K | 0.09% | 167 |
|
|
2023
Q3 | $603K | Sell |
3,894
-26
| -0.7% | -$4.02K | 0.29% | 70 |
|
|
2023
Q2 | $617K | Buy |
3,920
+366
| +10% | +$57.6K | 0.24% | 80 |
|
|
2023
Q1 | $601K | Buy |
3,554
+1,154
| +48% | +$195K | 0.25% | 78 |
|
|
2022
Q4 | $434K | Buy |
2,400
+420
| +21% | +$76K | 0.2% | 97 |
|
|
2022
Q3 | $285K | Buy |
1,980
+344
| +21% | +$49.5K | 0.19% | 116 |
|
|
2022
Q2 | $237K | Buy |
1,636
+332
| +25% | +$48.1K | 0.17% | 137 |
|
|
2022
Q1 | $212K | Buy |
+1,304
| New | +$212K | 0.17% | 120 |
|