Aventail Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121,627
| Closed | -$17.6M | – | 132 |
|
|
2024
Q4 | $17.6M | Buy |
+121,627
| New | +$17.6M | 0.9% | 32 |
|
|
2024
Q1 | – | Sell |
-150,000
| Closed | -$22.4M | – | 80 |
|
|
2023
Q4 | $22.4M | Buy |
+150,000
| New | +$22.4M | 1.89% | 19 |
|
|
2022
Q3 | – | Sell |
-50,000
| Closed | -$7.24M | – | 53 |
|
|
2022
Q2 | $7.24M | Buy |
+50,000
| New | +$7.24M | 1.11% | 19 |
|