Cape Investment Advisory’s Chevron CVX Stock Holding History

Cape Investment Advisory’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.91M	Buy
2025 Q1	$3.31M	Sell
2024 Q4	$3.21M	Sell
2024 Q3	$3.3M	Sell
2024 Q2	$3.53M	Buy
2024 Q1	$3.47M	Buy
2023 Q4	$3.12M	Sell
2023 Q3	$3.86M	Buy
2023 Q2	$1.62M	Buy
2023 Q1	$1.65M	Buy