CIA
Concurrent Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
121,789
+9,600
| +9% | +$1.37M | 0.34% | 58 |
|
|
2025
Q1 | $18.8M | Buy |
112,189
+28,213
| +34% | +$4.72M | 0.46% | 43 |
|
|
2024
Q4 | $12.2M | Sell |
83,976
-7,883
| -9% | -$1.14M | 0.33% | 66 |
|
|
2024
Q3 | $13.5M | Buy |
91,859
+11,151
| +14% | +$1.64M | 0.4% | 56 |
|
|
2024
Q2 | $12.6M | Buy |
80,708
+17,494
| +28% | +$2.74M | 0.41% | 52 |
|
|
2024
Q1 | $9.97M | Sell |
63,214
-4,660
| -7% | -$735K | 0.4% | 55 |
|
|
2023
Q4 | $10.1M | Buy |
+67,874
| New | +$10.1M | 0.48% | 47 |
|