ECA
Elevated Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Hold |
10,512
| – | – | 0.49% | 48 |
|
|
2025
Q1 | $1.76M | Buy |
10,512
+473
| +5% | +$79.1K | 0.49% | 48 |
|
|
2024
Q4 | $1.45M | Buy |
10,039
+966
| +11% | +$140K | 0.4% | 53 |
|
|
2024
Q3 | $1.34M | Buy |
9,073
+2,192
| +32% | +$323K | 0.36% | 73 |
|
|
2024
Q2 | $1.08M | Buy |
+6,881
| New | +$1.08M | 0.3% | 84 |
|
|
2023
Q3 | – | Sell |
-11,121
| Closed | -$1.75M | – | 171 |
|
|
2023
Q2 | $1.75M | Buy |
11,121
+444
| +4% | +$69.9K | 0.58% | 57 |
|
|
2023
Q1 | $1.74M | Buy |
10,677
+40
| +0.4% | +$6.53K | 0.62% | 54 |
|
|
2022
Q4 | $1.91M | Sell |
10,637
-38
| -0.4% | -$6.82K | 0.73% | 43 |
|
|
2022
Q3 | $1.53M | Buy |
+10,675
| New | +$1.53M | 0.6% | 51 |
|
|
2022
Q1 | $1.86M | Buy |
+11,417
| New | +$1.86M | 0.62% | 44 |
|
|
2021
Q3 | $1.15M | Buy |
+11,312
| New | +$1.15M | 0.4% | 78 |
|
|
2021
Q1 | $998K | Sell |
9,845
-339
| -3% | -$34.4K | 0.39% | 87 |
|
|
2020
Q4 | $860K | Sell |
10,184
-886
| -8% | -$74.8K | 0.37% | 87 |
|
|
2020
Q3 | $920K | Buy |
11,070
+455
| +4% | +$37.8K | 0.43% | 79 |
|
|
2020
Q2 | $883K | Buy |
+10,615
| New | +$883K | 0.41% | 90 |
|
|
2019
Q4 | $486K | Buy |
+4,036
| New | +$486K | 0.54% | 57 |
|
|
2019
Q1 | $756K | Buy |
+9,164
| New | +$756K | 0.5% | 70 |
|