Avestar Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
11,225
+339
| +3% | +$48.5K | 0.11% | 128 |
|
|
2025
Q1 | $1.82M | Buy |
10,886
+933
| +9% | +$156K | 0.16% | 97 |
|
|
2024
Q4 | $1.44M | Buy |
9,953
+904
| +10% | +$131K | 0.12% | 118 |
|
|
2024
Q3 | $1.33M | Sell |
9,049
-1,181
| -12% | -$174K | 0.14% | 112 |
|
|
2024
Q2 | $1.6M | Buy |
10,230
+1,477
| +17% | +$231K | 0.16% | 96 |
|
|
2024
Q1 | $1.38M | Buy |
8,753
+2,351
| +37% | +$371K | 0.14% | 105 |
|
|
2023
Q4 | $955K | Buy |
6,402
+277
| +5% | +$41.3K | 0.11% | 106 |
|
|
2023
Q3 | $1.03M | Buy |
6,125
+1,022
| +20% | +$172K | 0.15% | 85 |
|
|
2023
Q2 | $803K | Buy |
5,103
+432
| +9% | +$68K | 0.13% | 85 |
|
|
2023
Q1 | $762K | Sell |
4,671
-379
| -8% | -$61.8K | 0.14% | 85 |
|
|
2022
Q4 | $906K | Buy |
5,050
+359
| +8% | +$64.4K | 0.16% | 74 |
|
|
2022
Q3 | $674K | Sell |
4,691
-618
| -12% | -$88.8K | 0.17% | 78 |
|
|
2022
Q2 | $769K | Buy |
5,309
+2,006
| +61% | +$291K | 0.19% | 70 |
|
|
2022
Q1 | $538K | Sell |
3,303
-3,121
| -49% | -$508K | 0.09% | 183 |
|
|
2021
Q4 | $754K | Sell |
6,424
-2
| -0% | -$235 | 0.09% | 138 |
|
|
2021
Q3 | $652K | Buy |
6,426
+332
| +5% | +$33.7K | 0.08% | 179 |
|
|
2021
Q2 | $638K | Sell |
6,094
-315
| -5% | -$33K | 0.09% | 179 |
|
|
2021
Q1 | $674K | Buy |
6,409
+638
| +11% | +$67.1K | 0.15% | 145 |
|
|
2020
Q4 | $487K | Buy |
5,771
+206
| +4% | +$17.4K | 0.14% | 133 |
|
|
2020
Q3 | $395K | Buy |
+5,565
| New | +$395K | 0.13% | 135 |
|
|
2019
Q3 | – | Sell |
-1,688
| Closed | -$204K | – | 324 |
|
|
2019
Q2 | $204K | Buy |
1,688
+111
| +7% | +$13.4K | 0.13% | 108 |
|
|
2019
Q1 | $187K | Buy |
1,577
+506
| +47% | +$60K | 0.12% | 113 |
|
|
2018
Q4 | $108K | Sell |
1,071
-121
| -10% | -$12.2K | 0.07% | 171 |
|
|
2018
Q3 | $140K | Sell |
1,192
-258
| -18% | -$30.3K | 0.08% | 160 |
|
|
2018
Q2 | $172K | Sell |
1,450
-60
| -4% | -$7.12K | 0.11% | 127 |
|
|
2018
Q1 | $161K | Buy |
1,510
+116
| +8% | +$12.4K | 0.1% | 119 |
|
|
2017
Q4 | $165K | Buy |
+1,394
| New | +$165K | 0.12% | 99 |
|