Aviso Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
18,711
+3,276
| +21% | +$469K | 1.25% | 19 |
|
|
2025
Q1 | $2.58M | Buy |
15,435
+1,561
| +11% | +$261K | 1.37% | 17 |
|
|
2024
Q4 | $2.01M | Buy |
13,874
+7,695
| +125% | +$1.11M | 1.03% | 19 |
|
|
2024
Q3 | $910K | Buy |
6,179
+1,142
| +23% | +$168K | 0.49% | 55 |
|
|
2024
Q2 | $788K | Sell |
5,037
-1,554
| -24% | -$243K | 0.47% | 58 |
|
|
2024
Q1 | $1.04M | Buy |
6,591
+2,947
| +81% | +$465K | 0.66% | 41 |
|
|
2023
Q4 | $543K | Buy |
+3,644
| New | +$543K | 0.39% | 62 |
|