Fortis 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
Q3 | $704K | Buy |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $444K | Buy |
|