CIA
Compass Ion Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
5,462
-26
| -0.5% | -$3.72K | 0.08% | 127 |
|
|
2025
Q1 | $918K | Sell |
5,488
-633
| -10% | -$106K | 0.11% | 105 |
|
|
2024
Q4 | $887K | Buy |
6,121
+190
| +3% | +$27.5K | 0.11% | 113 |
|
|
2024
Q3 | $874K | Buy |
5,931
+174
| +3% | +$25.6K | 0.11% | 113 |
|
|
2024
Q2 | $908K | Hold |
5,757
| – | – | 0.13% | 93 |
|
|
2024
Q1 | $908K | Sell |
5,757
-122
| -2% | -$19.2K | 0.13% | 94 |
|
|
2023
Q4 | $877K | Buy |
5,879
+249
| +4% | +$37.1K | 0.14% | 97 |
|
|
2023
Q3 | $949K | Buy |
+5,630
| New | +$949K | 0.16% | 90 |
|