Financial Advocates Investment Management’s Chevron CVX Stock Holding History

Financial Advocates Investment Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Sell	21,913 -6,723	-23%	-$963K	0.26%	86
2025 Q1	$4.79M	Sell	28,636 -4,779	-14%	-$799K	0.34%	66
2024 Q4	$4.84M	Sell	33,415 -1,339	-4%	-$194K	0.28%	78
2024 Q3	$5.12M	Sell	34,754 -69	-0.2%	-$10.2K	0.29%	79
2024 Q2	$5.45M	Sell	34,823 -4,547	-12%	-$711K	0.34%	63
2024 Q1	$6.21M	Buy	39,370 +1,434	+4%	+$226K	0.36%	67
2023 Q4	$5.66M	Sell	37,936 -11,240	-23%	-$1.68M	0.37%	66
2023 Q3	$8.29M	Buy	49,176 +713	+1%	+$120K	0.6%	32
2023 Q2	$7.63M	Buy	48,463 +14,150	+41%	+$2.23M	0.54%	37
2023 Q1	$5.6M	Sell	34,313 -1,870	-5%	-$305K	0.4%	48
2022 Q4	$6.49M	Sell	36,183 -4,088	-10%	-$734K	0.48%	46
2022 Q3	$4.59M	Sell	40,271 -6,410	-14%	-$730K	0.38%	64
2022 Q2	$6.76M	Sell	46,681 -17,422	-27%	-$2.52M	0.55%	32
2022 Q1	$10.4M	Buy	64,103 +10,677	+20%	+$1.74M	0.69%	25
2021 Q4	$6.27M	Buy	53,426 +140	+0.3%	+$16.4K	0.39%	47
2021 Q3	$5.41M	Buy	53,286 +12,574	+31%	+$1.28M	0.37%	58
2021 Q2	$4.3M	Sell	40,712 -14,076	-26%	-$1.49M	0.29%	71
2021 Q1	$5.75M	Sell	54,788 -3,167	-5%	-$332K	0.41%	49
2020 Q4	$4.9M	Buy	57,955 +9,605	+20%	+$811K	0.33%	66
2020 Q3	$3.48M	Buy	48,350 +9,519	+25%	+$686K	0.3%	74
2020 Q2	$3.47M	Buy	38,831 +9,704	+33%	+$866K	0.33%	72
2020 Q1	$2.11M	Sell	29,127 -11,651	-29%	-$844K	0.3%	82
2019 Q4	$4.91M	Sell	40,778 -681	-2%	-$82.1K	0.52%	42
2019 Q3	$4.92M	Buy	41,459 +380	+0.9%	+$45.1K	0.56%	41
2019 Q2	$5.11M	Buy	41,079 +2,132	+5%	+$265K	0.59%	37
2019 Q1	$4.8M	Sell	38,947 -2,176	-5%	-$268K	0.6%	37
2018 Q4	$4.47M	Sell	41,123 -10,999	-21%	-$1.2M	0.61%	42
2018 Q3	$6.37M	Buy	52,122 +1,326	+3%	+$162K	0.71%	25
2018 Q2	$6.32M	Buy	50,796 +5,207	+11%	+$648K	0.77%	29
2018 Q1	$5.2M	Buy	45,589 +599	+1%	+$68.3K	0.68%	35
2017 Q4	$5.63M	Buy	+44,990	New	+$5.63M	0.77%	28