Aviso Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
5,020
-230
-4% -$32.9K 0.03% 178
2025
Q1
$878K Buy
5,250
+100
+2% +$16.7K 0.04% 156
2024
Q4
$746K Sell
5,150
-134
-3% -$19.4K 0.04% 178
2024
Q3
$778K Buy
5,284
+433
+9% +$63.8K 0.04% 169
2024
Q2
$759K Buy
+4,851
New +$759K 0.04% 165