Carson Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
6,727
-329
| -5% | -$47.1K | 0.61% | 46 |
|
|
2025
Q1 | $1.18M | Sell |
7,056
-334
| -5% | -$55.9K | 0.8% | 32 |
|
|
2024
Q4 | $1.07M | Sell |
7,390
-338
| -4% | -$49K | 0.74% | 34 |
|
|
2024
Q3 | $1.14M | Buy |
7,728
+539
| +7% | +$79.4K | 0.71% | 34 |
|
|
2024
Q2 | $1.12M | Buy |
7,189
+32
| +0.4% | +$5.01K | 0.79% | 31 |
|
|
2024
Q1 | $1.13M | Buy |
7,157
+93
| +1% | +$14.7K | 0.79% | 32 |
|
|
2023
Q4 | $1.05M | Sell |
7,064
-102
| -1% | -$15.2K | 0.82% | 30 |
|
|
2023
Q3 | $1.21M | Buy |
7,166
+1,449
| +25% | +$244K | 1.06% | 26 |
|
|
2023
Q2 | $900K | Sell |
5,717
-9
| -0.2% | -$1.42K | 0.76% | 34 |
|
|
2023
Q1 | $934K | Buy |
5,726
+1
| +0% | +$163 | 0.83% | 34 |
|
|
2022
Q4 | $1.03M | Buy |
5,725
+287
| +5% | +$51.5K | 0.99% | 27 |
|
|
2022
Q3 | $781K | Buy |
5,438
+891
| +20% | +$128K | 0.87% | 34 |
|
|
2022
Q2 | $658K | Sell |
4,547
-199
| -4% | -$28.8K | 0.73% | 41 |
|
|
2022
Q1 | $773K | Sell |
4,746
-657
| -12% | -$107K | 0.77% | 36 |
|
|
2021
Q4 | $634K | Buy |
+5,403
| New | +$634K | 0.64% | 46 |
|