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