Glassy Mountain 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 | – | Sell |
-1,249
| Closed | -$209K | – | 62 |
|
|
2025
Q1 | $209K | Buy |
+1,249
| New | +$209K | 0.07% | 59 |
|
|
2023
Q4 | – | Sell |
-1,273
| Closed | -$212K | – | 56 |
|
|
2023
Q3 | $212K | Sell |
1,273
-13
| -1% | -$2.17K | 0.1% | 52 |
|
|
2023
Q2 | $202K | Buy |
+1,286
| New | +$202K | 0.09% | 59 |
|
|
2023
Q1 | – | Sell |
-1,486
| Closed | -$267K | – | 61 |
|
|
2022
Q4 | $267K | Buy |
+1,486
| New | +$267K | 0.15% | 54 |
|
|
2022
Q2 | $215K | Hold |
1,486
| – | – | 0.13% | 63 |
|
|
2022
Q1 | $242K | Buy |
+1,486
| New | +$242K | 0.12% | 63 |
|