Atria Wealth Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
74,867
-65,355
| -47% | -$9.43M | 0.24% | 89 |
|
|
2025
Q1 | $23.5M | Sell |
140,222
-29,414
| -17% | -$4.92M | 0.28% | 73 |
|
|
2024
Q4 | $24.6M | Buy |
169,636
+12,285
| +8% | +$1.78M | 0.27% | 77 |
|
|
2024
Q3 | $23.2M | Sell |
157,351
-12,123
| -7% | -$1.79M | 0.25% | 85 |
|
|
2024
Q2 | $26.5M | Sell |
169,474
-17,347
| -9% | -$2.71M | 0.29% | 61 |
|
|
2024
Q1 | $29.5M | Buy |
186,821
+9,474
| +5% | +$1.49M | 0.33% | 50 |
|
|
2023
Q4 | $26.5M | Buy |
177,347
+856
| +0.5% | +$128K | 0.33% | 52 |
|
|
2023
Q3 | $29.8M | Buy |
176,491
+17,775
| +11% | +$3M | 0.42% | 42 |
|
|
2023
Q2 | $25M | Sell |
158,716
-327
| -0.2% | -$51.5K | 0.34% | 52 |
|
|
2023
Q1 | $25.9M | Buy |
159,043
+1,732
| +1% | +$283K | 0.38% | 45 |
|
|
2022
Q4 | $28.2M | Sell |
157,311
-5,462
| -3% | -$980K | 0.45% | 34 |
|
|
2022
Q3 | $23.4M | Buy |
162,773
+72,643
| +81% | +$10.4M | 0.4% | 44 |
|
|
2022
Q2 | $13.1M | Sell |
90,130
-54,169
| -38% | -$7.84M | 0.24% | 85 |
|
|
2022
Q1 | $23.5M | Buy |
+144,299
| New | +$23.5M | 0.39% | 46 |
|