Global Assets Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,029
-8,144
| -50% | -$1.19M | 0.46% | 57 |
|
|
2025
Q1 | $2.43M | Buy |
16,173
+9,663
| +148% | +$1.45M | 0.46% | 50 |
|
|
2024
Q4 | $955K | Sell |
6,510
-697
| -10% | -$102K | 0.53% | 48 |
|
|
2024
Q3 | $1.08M | Buy |
+7,207
| New | +$1.08M | 0.59% | 46 |
|
|
2024
Q2 | – | Sell |
-992,023
| Closed | -$6.24M | – | 160 |
|
|
2024
Q1 | $6.24M | Buy |
+992,023
| New | +$6.24M | 0.28% | 73 |
|
|
2023
Q4 | – | Sell |
-5,015
| Closed | -$846K | – | 67 |
|
|
2023
Q3 | $846K | Buy |
5,015
+1,561
| +45% | +$263K | 0.75% | 38 |
|
|
2023
Q2 | $543K | Buy |
3,454
+1
| +0% | +$157 | 0.5% | 59 |
|
|
2023
Q1 | $589K | Sell |
3,453
-232
| -6% | -$39.6K | 0.6% | 52 |
|
|
2022
Q4 | $661K | Buy |
3,685
+182
| +5% | +$32.7K | 0.7% | 37 |
|
|
2022
Q3 | $634K | Sell |
3,503
-243
| -6% | -$44K | 0.64% | 46 |
|
|
2022
Q2 | $530K | Buy |
+3,746
| New | +$530K | 1.14% | 21 |
|