Avalon Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
858
-85
| -9% | -$12.2K | 0.01% | 177 |
|
|
2025
Q1 | $158K | Buy |
943
+195
| +26% | +$32.6K | 0.01% | 147 |
|
|
2024
Q4 | $108K | Buy |
748
+365
| +95% | +$52.9K | 0.01% | 160 |
|
|
2024
Q3 | $56.4K | Hold |
383
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $60K | Sell |
383
-1,000
| -72% | -$157K | ﹤0.01% | 197 |
|
|
2024
Q1 | $218K | Sell |
1,383
-5
| -0.4% | -$789 | 0.02% | 127 |
|
|
2023
Q4 | $207K | Buy |
1,388
+5
| +0.4% | +$746 | 0.02% | 120 |
|
|
2023
Q3 | $233K | Sell |
1,383
-75
| -5% | -$12.6K | 0.02% | 109 |
|
|
2023
Q2 | $229K | Sell |
1,458
-200
| -12% | -$31.5K | 0.02% | 118 |
|
|
2023
Q1 | $271K | Buy |
+1,658
| New | +$271K | 0.03% | 105 |
|