Empower Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $114M | Buy |
795,415
+47,590
| +6% | +$6.81M | 0.34% | 55 |
|
2025
Q1 | $125M | Buy |
747,825
+24,822
| +3% | +$4.15M | 0.41% | 47 |
|
2024
Q4 | $105M | Buy |
723,003
+26,974
| +4% | +$3.91M | 0.35% | 54 |
|
2024
Q3 | $103M | Buy |
696,029
+22,014
| +3% | +$3.24M | 0.35% | 59 |
|
2024
Q2 | $105M | Sell |
674,015
-149,173
| -18% | -$23.3M | 0.39% | 54 |
|
2024
Q1 | $130M | Buy |
823,188
+130,935
| +19% | +$20.7M | 0.49% | 42 |
|
2023
Q4 | $103M | Buy |
692,253
+52,033
| +8% | +$7.76M | 0.41% | 52 |
|
2023
Q3 | $108M | Buy |
640,220
+74,778
| +13% | +$12.6M | 0.48% | 37 |
|
2023
Q2 | $89M | Buy |
565,442
+9,308
| +2% | +$1.46M | 0.38% | 56 |
|
2023
Q1 | $94.5M | Buy |
+556,134
| New | +$94.5M | 0.42% | 49 |
|