Continuum Advisory’s Chevron CVX Stock Holding History

Continuum Advisory’s Portfolio CVX Stock Details CVX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.54M	Buy	17,737 +300	+2%	+$43K	0.31%	82
2025 Q1	$2.92M	Buy	17,437 +503	+3%	+$84.1K	0.38%	64
2024 Q4	$2.45M	Sell	16,934 -477	-3%	-$69.1K	0.31%	81
2024 Q3	$2.82M	Buy	17,411 +1,131	+7%	+$183K	0.36%	65
2024 Q2	$2.55M	Sell	16,280 -172	-1%	-$26.9K	0.37%	63
2024 Q1	$2.72M	Sell	16,452 -3,399	-17%	-$562K	0.41%	55
2023 Q4	$2.96M	Sell	19,851 -3,622	-15%	-$540K	0.42%	48
2023 Q3	$3.96M	Buy	23,473 +129	+0.6%	+$21.8K	0.63%	29
2023 Q2	$3.67M	Buy	23,344 +2,585	+12%	+$407K	0.58%	30
2023 Q1	$3.39M	Buy	20,759 +422	+2%	+$68.9K	0.57%	34
2022 Q4	$3.65M	Sell	20,337 -103	-0.5%	-$18.5K	0.66%	24
2022 Q3	$2.94M	Buy	20,440 +751	+4%	+$108K	0.52%	40
2022 Q2	$2.85M	Buy	19,689 +652	+3%	+$94.4K	0.52%	44
2022 Q1	$2.98M	Buy	19,037 +564	+3%	+$88.4K	0.57%	35
2021 Q4	$2.17M	Buy	18,473 +860	+5%	+$101K	0.49%	50
2021 Q3	$1.79M	Sell	17,613 -90	-0.5%	-$9.13K	0.48%	50
2021 Q2	$1.85M	Buy	17,703 +1,452	+9%	+$152K	0.58%	38
2021 Q1	$1.68M	Sell	16,251 -1,084	-6%	-$112K	0.7%	40
2020 Q4	$1.46M	Sell	17,335 -1,670	-9%	-$141K	0.67%	46
2020 Q3	$1.34M	Buy	19,005 +6,965	+58%	+$490K	0.73%	40
2020 Q2	$1.06M	Buy	12,040 +245	+2%	+$21.5K	0.66%	47
2020 Q1	$809K	Buy	11,795 +1,890	+19%	+$130K	0.54%	53
2019 Q4	$1.19M	Buy	9,905 +883	+10%	+$106K	0.69%	42
2019 Q3	$1.05M	Sell	9,022 -233	-3%	-$27K	0.7%	41
2019 Q2	$1.16M	Sell	9,255 -817	-8%	-$102K	0.79%	36
2019 Q1	$1.26M	Buy	10,072 +8	+0.1%	+$999	0.94%	30
2018 Q4	$1.1M	Buy	10,064 +640	+7%	+$69.6K	0.8%	36
2018 Q3	$1.17M	Sell	9,424 -858	-8%	-$107K	0.78%	36
2018 Q2	$1.3M	Buy	10,282 +421	+4%	+$53.2K	0.95%	26
2018 Q1	$1.13M	Sell	9,861 -981	-9%	-$112K	0.94%	29
2017 Q4	$1.36M	Sell	10,842 -1	-0%	-$125	1.04%	21
2017 Q3	$1.27M	Sell	10,843 -177	-2%	-$20.8K	1.12%	20
2017 Q2	$1.15M	Buy	11,020 +1,788	+19%	+$187K	1.14%	21
2017 Q1	$991K	Buy	+9,232	New	+$991K	1.19%	22