Coppell Advisory Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,143
-4,500
| -36% | -$647K | 0.14% | 152 |
|
|
2025
Q1 | $1.76M | Sell |
12,643
-3,034
| -19% | -$423K | 0.24% | 99 |
|
|
2024
Q4 | $2.24M | Sell |
15,677
-3,234
| -17% | -$463K | 0.31% | 66 |
|
|
2024
Q3 | $2.75M | Buy |
18,911
+1,859
| +11% | +$270K | 0.4% | 53 |
|
|
2024
Q2 | $2.67M | Buy |
+17,052
| New | +$2.67M | 0.44% | 45 |
|
|
2023
Q4 | $2.15M | Buy |
14,391
+2,940
| +26% | +$439K | 0.43% | 51 |
|
|
2023
Q3 | $2.06M | Sell |
11,451
-370
| -3% | -$66.4K | 0.71% | 35 |
|
|
2023
Q2 | $1.85M | Buy |
11,821
+2,131
| +22% | +$333K | 0.52% | 41 |
|
|
2023
Q1 | $1.57M | Sell |
9,690
-1,761
| -15% | -$286K | 0.52% | 45 |
|
|
2022
Q4 | $2.06M | Buy |
+11,451
| New | +$2.06M | 0.7% | 36 |
|
|
2020
Q4 | $797K | Buy |
+9,434
| New | +$797K | 0.4% | 68 |
|