Cedar Mountain Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8K | Sell |
215
-34
| -14% | -$4.87K | 0.01% | 128 |
|
|
2025
Q1 | $41.7K | Sell |
249
-1
| -0.4% | -$168 | 0.01% | 103 |
|
|
2024
Q4 | $36.2K | Sell |
250
-201
| -45% | -$29.1K | 0.01% | 111 |
|
|
2024
Q3 | $66.4K | Buy |
451
+4
| +0.9% | +$589 | 0.02% | 73 |
|
|
2024
Q2 | $69.9K | Sell |
447
-18
| -4% | -$2.82K | 0.02% | 65 |
|
|
2024
Q1 | $73.3K | Hold |
465
| – | – | 0.02% | 61 |
|
|
2023
Q4 | $69.4K | Buy |
465
+18
| +4% | +$2.69K | 0.02% | 62 |
|
|
2023
Q3 | $75.4K | Sell |
447
-407
| -48% | -$68.6K | 0.02% | 62 |
|
|
2023
Q2 | $134K | Buy |
854
+1
| +0.1% | +$157 | 0.04% | 51 |
|
|
2023
Q1 | $139K | Sell |
853
-84
| -9% | -$13.7K | 0.04% | 51 |
|
|
2022
Q4 | $168K | Buy |
937
+1
| +0.1% | +$180 | 0.05% | 46 |
|
|
2022
Q3 | $135K | Hold |
936
| – | – | 0.04% | 47 |
|
|
2022
Q2 | $135K | Buy |
936
+1
| +0.1% | +$144 | 0.05% | 47 |
|
|
2022
Q1 | $152K | Sell |
935
-36
| -4% | -$5.85K | 0.04% | 49 |
|
|
2021
Q4 | $114K | Sell |
971
-84
| -8% | -$9.86K | 0.04% | 53 |
|
|
2021
Q3 | $107K | Buy |
1,055
+70
| +7% | +$7.1K | 0.04% | 52 |
|
|
2021
Q2 | $103K | Sell |
985
-92
| -9% | -$9.62K | 0.03% | 52 |
|
|
2021
Q1 | $113K | Sell |
1,077
-900
| -46% | -$94.4K | 0.04% | 49 |
|
|
2020
Q4 | $167K | Sell |
1,977
-670
| -25% | -$56.6K | 0.06% | 43 |
|
|
2020
Q3 | $191K | Hold |
2,647
| – | – | 0.08% | 35 |
|
|
2020
Q2 | $236K | Sell |
2,647
-201
| -7% | -$17.9K | 0.1% | 31 |
|
|
2020
Q1 | $206K | Sell |
2,848
-562
| -16% | -$40.7K | 0.1% | 31 |
|
|
2019
Q4 | $411K | Buy |
+3,410
| New | +$411K | 0.17% | 19 |
|