Genesee 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 | $646K | Sell |
4,513
-46
| -1% | -$6.59K | 0.29% | 70 |
|
|
2025
Q1 | $763K | Buy |
4,559
+107
| +2% | +$17.9K | 0.38% | 65 |
|
|
2024
Q4 | $645K | Sell |
4,452
-54
| -1% | -$7.82K | 0.3% | 69 |
|
|
2024
Q3 | $664K | Buy |
4,506
+121
| +3% | +$17.8K | 0.32% | 65 |
|
|
2024
Q2 | $686K | Buy |
4,385
+78
| +2% | +$12.2K | 0.34% | 65 |
|
|
2024
Q1 | $679K | Buy |
4,307
+96
| +2% | +$15.1K | 0.37% | 62 |
|
|
2023
Q4 | $628K | Buy |
4,211
+628
| +18% | +$93.7K | 0.39% | 55 |
|
|
2023
Q3 | $604K | Buy |
3,583
+31
| +0.9% | +$5.23K | 0.43% | 55 |
|
|
2023
Q2 | $559K | Sell |
3,552
-4,871
| -58% | -$766K | 0.38% | 57 |
|
|
2023
Q1 | $1.37M | Buy |
8,423
+42
| +0.5% | +$6.85K | 0.98% | 25 |
|
|
2022
Q4 | $1.5M | Buy |
8,381
+798
| +11% | +$143K | 1.12% | 24 |
|
|
2022
Q3 | $1.09M | Buy |
7,583
+74
| +1% | +$10.6K | 0.83% | 39 |
|
|
2022
Q2 | $1.09M | Buy |
+7,509
| New | +$1.09M | 0.76% | 44 |
|
|
2022
Q1 | – | Sell |
-1,868
| Closed | -$219K | – | 116 |
|
|
2021
Q4 | $219K | Buy |
+1,868
| New | +$219K | 0.1% | 100 |
|