CIA
Cape Investment Advisory’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
20,320
+538
| +3% | +$77K | 1.06% | 18 |
|
|
2025
Q1 | $3.31M | Sell |
19,782
-2,350
| -11% | -$393K | 1.32% | 12 |
|
|
2024
Q4 | $3.21M | Sell |
22,132
-299
| -1% | -$43.3K | 1.25% | 15 |
|
|
2024
Q3 | $3.3M | Sell |
22,431
-160
| -0.7% | -$23.6K | 1.34% | 11 |
|
|
2024
Q2 | $3.53M | Buy |
22,591
+573
| +3% | +$89.6K | 1.59% | 10 |
|
|
2024
Q1 | $3.47M | Buy |
22,018
+1,079
| +5% | +$170K | 1.62% | 8 |
|
|
2023
Q4 | $3.12M | Sell |
20,939
-1,950
| -9% | -$291K | 1.53% | 10 |
|
|
2023
Q3 | $3.86M | Buy |
22,889
+12,614
| +123% | +$2.13M | 2.19% | 6 |
|
|
2023
Q2 | $1.62M | Buy |
10,275
+135
| +1% | +$21.2K | 0.9% | 19 |
|
|
2023
Q1 | $1.65M | Buy |
+10,140
| New | +$1.65M | 1.01% | 15 |
|