Conservest Capital Advisors’s Chevron CVX Stock Holding History

Conservest Capital Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	7,092 -214	-3%	-$30.6K	0.1%	51
2025 Q1	$1.22M	Buy	7,306 +162	+2%	+$27.1K	0.13%	45
2024 Q4	$1.03M	Buy	7,144 +171	+2%	+$24.8K	0.11%	46
2024 Q3	$1.1M	Hold	6,973	–	–	0.11%	45
2024 Q2	$1.1M	Hold	6,973	–	–	0.12%	44
2024 Q1	$1.1M	Buy	6,973 +30	+0.4%	+$4.73K	0.11%	45
2023 Q4	$1.04M	Sell	6,943 -445	-6%	-$66.4K	0.11%	46
2023 Q3	$1.25M	Sell	7,388 -44	-0.6%	-$7.42K	0.15%	39
2023 Q2	$1.17M	Buy	7,432 +30	+0.4%	+$4.72K	0.14%	42
2023 Q1	$1.21M	Buy	7,402 +35	+0.5%	+$5.71K	0.14%	42
2022 Q4	$1.32M	Buy	+7,367	New	+$1.32M	0.17%	37
2022 Q3	–	Sell	-8,085	Closed	-$1.17M	–	35
2022 Q2	$1.17M	Sell	8,085 -20	-0.2%	-$2.9K	0.15%	37
2022 Q1	$1.32M	Sell	8,105 -174	-2%	-$28.3K	0.15%	36
2021 Q4	$971K	Sell	8,279 -537	-6%	-$63K	0.1%	47
2021 Q3	$894K	Sell	8,816 -235	-3%	-$23.8K	0.1%	45
2021 Q2	$948K	Buy	9,051 +508	+6%	+$53.2K	0.11%	44
2021 Q1	$895K	Buy	8,543 +52	+0.6%	+$5.45K	0.1%	42
2020 Q4	$717K	Sell	8,491 -7,742	-48%	-$654K	0.09%	49
2020 Q3	$1.17M	Sell	16,233 -5,624	-26%	-$405K	0.16%	37
2020 Q2	$1.95M	Sell	21,857 -891	-4%	-$79.5K	0.28%	27
2020 Q1	$1.65M	Buy	22,748 +233	+1%	+$16.9K	0.27%	27
2019 Q4	$2.71M	Sell	22,515 -18	-0.1%	-$2.17K	0.35%	31
2019 Q3	$2.67M	Buy	22,533 +550	+3%	+$65.2K	0.39%	30
2019 Q2	$2.74M	Sell	21,983 -928	-4%	-$115K	0.4%	31
2019 Q1	$2.82M	Buy	22,911 +138	+0.6%	+$17K	0.42%	32
2018 Q4	$2.48M	Sell	22,773 -3,199	-12%	-$348K	0.41%	36
2018 Q3	$3.18M	Sell	25,972 -28	-0.1%	-$3.42K	0.47%	32
2018 Q2	$3.29M	Sell	26,000 -22,597	-46%	-$2.86M	0.51%	31
2018 Q1	$5.54M	Sell	48,597 -376	-0.8%	-$42.9K	1.21%	15
2017 Q4	$6.13M	Sell	48,973 -319	-0.6%	-$39.9K	1.22%	16
2017 Q3	$5.79M	Sell	49,292 -506	-1%	-$59.5K	0.92%	23
2017 Q2	$5.2M	Buy	49,798 +214	+0.4%	+$22.3K	1.1%	16
2017 Q1	$5.32M	Buy	+49,584	New	+$5.32M	1.13%	16