Central Valley 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 | $2.31M | Buy |
16,158
+10,185
| +171% | +$1.46M | 0.79% | 33 |
|
|
2025
Q1 | $999K | Sell |
5,973
-928
| -13% | -$155K | 0.38% | 61 |
|
|
2024
Q4 | $1,000K | Sell |
6,901
-9
| -0.1% | -$1.3K | 0.45% | 56 |
|
|
2024
Q3 | $1.02M | Buy |
6,910
+190
| +3% | +$28K | 0.57% | 50 |
|
|
2024
Q2 | $856K | Sell |
6,720
-307
| -4% | -$39.1K | 0.37% | 53 |
|
|
2024
Q1 | $1.11M | Sell |
7,027
-6
| -0.1% | -$947 | 0.57% | 51 |
|
|
2023
Q4 | $1.05M | Buy |
+7,033
| New | +$1.05M | 0.62% | 49 |
|