CAM
CPA Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Hold |
5,353
| – | – | 0.32% | 44 |
|
|
2025
Q1 | $895K | Hold |
5,353
| – | – | 0.39% | 42 |
|
|
2024
Q4 | $775K | Hold |
5,353
| – | – | 0.36% | 44 |
|
|
2024
Q3 | $788K | Hold |
5,353
| – | – | 0.38% | 45 |
|
|
2024
Q2 | $837K | Buy |
5,353
+8
| +0.1% | +$1.25K | 0.45% | 41 |
|
|
2024
Q1 | $843K | Hold |
5,345
| – | – | 0.47% | 41 |
|
|
2023
Q4 | $797K | Hold |
5,345
| – | – | 0.49% | 39 |
|
|
2023
Q3 | $901K | Buy |
5,345
+11
| +0.2% | +$1.86K | 0.63% | 31 |
|
|
2023
Q2 | $839K | Buy |
5,334
+10
| +0.2% | +$1.57K | 0.6% | 32 |
|
|
2023
Q1 | $869K | Buy |
5,324
+10
| +0.2% | +$1.63K | 0.65% | 30 |
|
|
2022
Q4 | $954K | Buy |
+5,314
| New | +$954K | 0.73% | 28 |
|