Cottonwood Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
4,800
+11
| +0.2% | +$1.58K | 0.46% | 50 |
|
|
2025
Q1 | $801K | Buy |
4,789
+9
| +0.2% | +$1.51K | 0.59% | 46 |
|
|
2024
Q4 | $692K | Sell |
4,780
-26
| -0.5% | -$3.77K | 0.5% | 48 |
|
|
2024
Q3 | $708K | Sell |
4,806
-65
| -1% | -$9.57K | 0.52% | 46 |
|
|
2024
Q2 | $745K | Sell |
4,871
-134
| -3% | -$20.5K | 0.58% | 46 |
|
|
2024
Q1 | $789K | Sell |
5,005
-259
| -5% | -$40.8K | 0.63% | 44 |
|
|
2023
Q4 | $785K | Buy |
5,264
+453
| +9% | +$67.6K | 0.65% | 42 |
|
|
2023
Q3 | $811K | Buy |
4,811
+382
| +9% | +$64.4K | 0.76% | 38 |
|
|
2023
Q2 | $697K | Sell |
4,429
-90
| -2% | -$14.2K | 0.64% | 44 |
|
|
2023
Q1 | $737K | Sell |
4,519
-47
| -1% | -$7.67K | 0.68% | 40 |
|
|
2022
Q4 | $820K | Sell |
4,566
-32
| -0.7% | -$5.74K | 0.73% | 37 |
|
|
2022
Q3 | $661K | Buy |
4,598
+19
| +0.4% | +$2.73K | 0.63% | 43 |
|
|
2022
Q2 | $663K | Sell |
4,579
-8
| -0.2% | -$1.16K | 0.6% | 45 |
|
|
2022
Q1 | $747K | Sell |
4,587
-160
| -3% | -$26.1K | 0.59% | 43 |
|
|
2021
Q4 | $557K | Buy |
+4,747
| New | +$557K | 0.43% | 53 |
|