CSM 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 | $15.7M | Buy |
109,366
+3,430
| +3% | +$491K | 0.46% | 64 |
|
|
2025
Q1 | $17.7M | Sell |
105,936
-1,630
| -2% | -$273K | 0.97% | 23 |
|
|
2024
Q4 | $15.6M | Buy |
107,566
+16,855
| +19% | +$2.44M | 0.73% | 34 |
|
|
2024
Q3 | $13.4M | Sell |
90,711
-1,182
| -1% | -$174K | 0.87% | 38 |
|
|
2024
Q2 | $14.4M | Buy |
91,893
+9,082
| +11% | +$1.42M | 1.01% | 29 |
|
|
2024
Q1 | $13.1M | Buy |
82,811
+330
| +0.4% | +$52K | 0.86% | 34 |
|
|
2023
Q4 | $12.3M | Sell |
82,481
-945
| -1% | -$141K | 0.89% | 27 |
|
|
2023
Q3 | $14.1M | Sell |
83,426
-1,560
| -2% | -$263K | 1.22% | 18 |
|
|
2023
Q2 | $13.4M | Sell |
84,986
-2,155
| -2% | -$339K | 1.01% | 24 |
|
|
2023
Q1 | $14.2M | Buy |
87,141
+6,550
| +8% | +$1.07M | 1.23% | 18 |
|
|
2022
Q4 | $14.5M | Buy |
80,591
+3,890
| +5% | +$698K | 1.38% | 17 |
|
|
2022
Q3 | $11M | Sell |
76,701
-9,725
| -11% | -$1.4M | 1.2% | 15 |
|
|
2022
Q2 | $12.5M | Buy |
86,426
+490
| +0.6% | +$70.9K | 1.14% | 16 |
|
|
2022
Q1 | $14M | Sell |
85,936
-12,570
| -13% | -$2.05M | 0.96% | 25 |
|
|
2021
Q4 | $11.6M | Buy |
98,506
+33,435
| +51% | +$3.92M | 0.77% | 42 |
|
|
2021
Q3 | $6.6M | Buy |
65,071
+700
| +1% | +$71K | 0.49% | 57 |
|
|
2021
Q2 | $6.74M | Sell |
64,371
-2,450
| -4% | -$257K | 0.45% | 60 |
|
|
2021
Q1 | $7M | Buy |
+66,821
| New | +$7M | 0.98% | 43 |
|