Cornerstone Advisors Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,602
-1,938
| -55% | -$278K | 0.04% | 104 |
|
|
2025
Q1 | $592K | Buy |
3,540
+1,974
| +126% | +$330K | 0.12% | 81 |
|
|
2024
Q4 | $227K | Buy |
1,566
+26
| +2% | +$3.77K | 0.05% | 103 |
|
|
2024
Q3 | $227K | Hold |
1,540
| – | – | 0.05% | 102 |
|
|
2024
Q2 | $241K | Hold |
1,540
| – | – | 0.07% | 97 |
|
|
2024
Q1 | $243K | Hold |
1,540
| – | – | 0.09% | 96 |
|
|
2023
Q4 | $230K | Hold |
1,540
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $260K | Buy |
+1,540
| New | +$260K | 0.1% | 85 |
|
|
2022
Q3 | – | Sell |
-2,130
| Closed | -$308K | – | 64 |
|
|
2022
Q2 | $308K | Buy |
+2,130
| New | +$308K | 0.22% | 60 |
|