Cottonwood Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $692K | Sell |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $785K | Buy |
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|
2023
Q3 | $811K | Buy |
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|
2023
Q2 | $697K | Sell |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $557K | Buy |
|