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Everpar Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
11,813
-718
| -6% | -$103K | 0.77% | 24 |
|
|
2025
Q1 | $2.1M | Buy |
12,531
+28
| +0.2% | +$4.68K | 1.11% | 15 |
|
|
2024
Q4 | $1.81M | Sell |
12,503
-863
| -6% | -$125K | 0.91% | 20 |
|
|
2024
Q3 | $1.97M | Sell |
13,366
-1,643
| -11% | -$242K | 1.02% | 18 |
|
|
2024
Q2 | $2.35M | Buy |
15,009
+1,940
| +15% | +$303K | 1.18% | 13 |
|
|
2024
Q1 | $2.06M | Buy |
13,069
+3,640
| +39% | +$574K | 1.25% | 9 |
|
|
2023
Q4 | $1.41M | Buy |
+9,429
| New | +$1.41M | 0.65% | 25 |
|