Elevated 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
Q2 | $1.76M | Hold |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q1 | $998K | Sell |
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|
2020
Q4 | $860K | Sell |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $883K | Buy |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q1 | $756K | Buy |
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