Fortis Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
3,218
-186
| -5% | -$26.6K | 0.08% | 163 |
|
|
2025
Q1 | $570K | Buy |
3,404
+855
| +34% | +$143K | 0.12% | 148 |
|
|
2024
Q4 | $377K | Sell |
2,549
-185
| -7% | -$27.4K | 0.13% | 129 |
|
|
2024
Q3 | $403K | Sell |
2,734
-285
| -9% | -$42K | 0.13% | 117 |
|
|
2024
Q2 | $472K | Buy |
3,019
+879
| +41% | +$138K | 0.17% | 105 |
|
|
2024
Q1 | $338K | Buy |
2,140
+517
| +32% | +$81.6K | 0.14% | 129 |
|
|
2023
Q4 | $242K | Buy |
1,623
+21
| +1% | +$3.13K | 0.13% | 99 |
|
|
2023
Q3 | $270K | Sell |
1,602
-123
| -7% | -$20.8K | 0.17% | 83 |
|
|
2023
Q2 | $271K | Sell |
1,725
-356
| -17% | -$56K | 0.16% | 86 |
|
|
2023
Q1 | $340K | Sell |
2,081
-391
| -16% | -$63.8K | 0.18% | 74 |
|
|
2022
Q4 | $444K | Buy |
+2,472
| New | +$444K | 0.26% | 57 |
|