Cetera Trust Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
9,106
| – | – | 0.78% | 37 |
|
|
2025
Q1 | $1.52M | Buy |
9,106
+1,275
| +16% | +$213K | 0.97% | 31 |
|
|
2024
Q4 | $1.13M | Buy |
7,831
+585
| +8% | +$84.7K | 0.74% | 36 |
|
|
2024
Q3 | $1.07M | Hold |
7,246
| – | – | 0.65% | 40 |
|
|
2024
Q2 | $1.13M | Sell |
7,246
-648
| -8% | -$101K | 0.71% | 38 |
|
|
2024
Q1 | $1.25M | Buy |
7,894
+525
| +7% | +$82.8K | 0.75% | 40 |
|
|
2023
Q4 | $1.1M | Buy |
+7,369
| New | +$1.1M | 0.69% | 41 |
|