CAGAS
Capital Advisory Group Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
18,614
+28
| +0.2% | +$4.01K | 0.96% | 31 |
|
|
2025
Q1 | $3.11M | Sell |
18,586
-141
| -0.8% | -$23.6K | 1.19% | 23 |
|
|
2024
Q4 | $2.71M | Buy |
18,727
+765
| +4% | +$111K | 0.97% | 31 |
|
|
2024
Q3 | $2.65M | Buy |
17,962
+309
| +2% | +$45.5K | 1.05% | 28 |
|
|
2024
Q2 | $2.76M | Buy |
17,653
+1,255
| +8% | +$196K | 1.18% | 22 |
|
|
2024
Q1 | $2.59M | Buy |
16,398
+2,269
| +16% | +$358K | 1.23% | 21 |
|
|
2023
Q4 | $2.11M | Buy |
14,129
+410
| +3% | +$61.2K | 1.13% | 25 |
|
|
2023
Q3 | $2.31M | Buy |
13,719
+17
| +0.1% | +$2.87K | 1.31% | 20 |
|
|
2023
Q2 | $2.16M | Buy |
13,702
+1,163
| +9% | +$183K | 1.54% | 22 |
|
|
2023
Q1 | $2.05M | Buy |
12,539
+171
| +1% | +$27.9K | 1.23% | 24 |
|
|
2022
Q4 | $2.22M | Sell |
12,368
-38
| -0.3% | -$6.82K | 1.51% | 17 |
|
|
2022
Q3 | $1.78M | Buy |
12,406
+380
| +3% | +$54.6K | 1.24% | 26 |
|
|
2022
Q2 | $1.93M | Sell |
12,026
-15
| -0.1% | -$2.41K | 1.15% | 27 |
|
|
2022
Q1 | $1.96M | Buy |
12,041
+811
| +7% | +$132K | 0.91% | 32 |
|
|
2021
Q4 | $1.32M | Sell |
11,230
-3,804
| -25% | -$446K | 0.57% | 52 |
|
|
2021
Q3 | $1.53M | Buy |
15,034
+9,492
| +171% | +$963K | 0.55% | 49 |
|
|
2021
Q2 | $580K | Buy |
5,542
+169
| +3% | +$17.7K | 0.21% | 103 |
|
|
2021
Q1 | $563K | Buy |
5,373
+1,662
| +45% | +$174K | 0.22% | 105 |
|
|
2020
Q4 | $313K | Sell |
3,711
-286
| -7% | -$24.1K | 0.13% | 124 |
|
|
2020
Q3 | $288K | Sell |
3,997
-6,616
| -62% | -$477K | 0.15% | 106 |
|
|
2020
Q2 | $947K | Buy |
10,613
+9,751
| +1,131% | +$870K | 0.53% | 40 |
|
|
2020
Q1 | $61K | Sell |
862
-6,641
| -89% | -$470K | 0.08% | 105 |
|
|
2019
Q4 | $903K | Buy |
7,503
+4,153
| +124% | +$500K | 0.48% | 38 |
|
|
2019
Q3 | $398K | Sell |
3,350
-218
| -6% | -$25.9K | 0.26% | 50 |
|
|
2019
Q2 | $439K | Sell |
3,568
-279
| -7% | -$34.3K | 0.29% | 48 |
|
|
2019
Q1 | $470K | Buy |
3,847
+852
| +28% | +$104K | 0.34% | 45 |
|
|
2018
Q4 | $326K | Buy |
2,995
+117
| +4% | +$12.7K | 0.25% | 49 |
|
|
2018
Q3 | $350K | Sell |
2,878
-1,326
| -32% | -$161K | 0.23% | 53 |
|
|
2018
Q2 | $530K | Buy |
4,204
+2,378
| +130% | +$300K | 0.38% | 42 |
|
|
2018
Q1 | $210K | Buy |
+1,826
| New | +$210K | 0.15% | 77 |
|