Atlanta Consulting Group 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 | $3M | Sell |
20,954
-31
| -0.1% | -$4.44K | 0.82% | 19 |
|
2025
Q1 | $3.51M | Sell |
20,985
-219
| -1% | -$36.6K | 1.02% | 18 |
|
2024
Q4 | $3.07M | Sell |
21,204
-5,103
| -19% | -$739K | 1.13% | 17 |
|
2024
Q3 | $3.87M | Buy |
26,307
+5,788
| +28% | +$852K | 0.96% | 20 |
|
2024
Q2 | $3.21M | Buy |
20,519
+550
| +3% | +$86K | 0.69% | 19 |
|
2024
Q1 | $3.15M | Buy |
+19,969
| New | +$3.15M | 1.09% | 16 |
|