Fortis Group 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 | $1.02M | Buy |
6,773
+1,596
| +31% | +$240K | 0.18% | 110 |
|
|
2025
Q1 | $866K | Buy |
5,177
+49
| +1% | +$8.2K | 0.17% | 120 |
|
|
2024
Q4 | $743K | Sell |
5,128
-629
| -11% | -$91.1K | 0.14% | 114 |
|
|
2024
Q3 | $848K | Sell |
5,757
-1,832
| -24% | -$270K | 0.16% | 102 |
|
|
2024
Q2 | $1.19M | Buy |
7,589
+1,238
| +19% | +$194K | 0.24% | 72 |
|
|
2024
Q1 | $1M | Sell |
6,351
-275
| -4% | -$43.4K | 0.18% | 92 |
|
|
2023
Q4 | $1.05M | Buy |
6,626
+1,205
| +22% | +$190K | 0.26% | 45 |
|
|
2023
Q3 | $891K | Buy |
5,421
+1,203
| +29% | +$198K | 0.27% | 44 |
|
|
2023
Q2 | $664K | Buy |
4,218
+2
| +0% | +$315 | 0.18% | 73 |
|
|
2023
Q1 | $711K | Buy |
+4,216
| New | +$711K | 0.21% | 57 |
|
|
2020
Q3 | $512K | Buy |
+7,132
| New | +$512K | 0.1% | 102 |
|