IAM 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 | – | Sell |
-5,571
| Closed | -$932K | – | 99 |
|
|
2025
Q1 | $932K | Sell |
5,571
-181
| -3% | -$30.3K | 0.24% | 60 |
|
|
2024
Q4 | $833K | Sell |
5,752
-121
| -2% | -$17.5K | 0.21% | 63 |
|
|
2024
Q3 | $865K | Buy |
5,873
+17
| +0.3% | +$2.5K | 0.22% | 62 |
|
|
2024
Q2 | $916K | Sell |
5,856
-2
| -0% | -$313 | 0.25% | 56 |
|
|
2024
Q1 | $924K | Buy |
5,858
+59
| +1% | +$9.31K | 0.25% | 56 |
|
|
2023
Q4 | $865K | Buy |
5,799
+49
| +0.9% | +$7.31K | 0.27% | 50 |
|
|
2023
Q3 | $970K | Buy |
5,750
+180
| +3% | +$30.4K | 0.34% | 44 |
|
|
2023
Q2 | $876K | Buy |
5,570
+205
| +4% | +$32.3K | 0.3% | 46 |
|
|
2023
Q1 | $875K | Sell |
5,365
-2,262
| -30% | -$369K | 0.3% | 49 |
|
|
2022
Q4 | $1.37M | Buy |
7,627
+265
| +4% | +$47.6K | 0.5% | 29 |
|
|
2022
Q3 | $1.06M | Buy |
7,362
+431
| +6% | +$61.9K | 0.45% | 38 |
|
|
2022
Q2 | $1M | Buy |
6,931
+2,179
| +46% | +$315K | 0.41% | 38 |
|
|
2022
Q1 | $774K | Buy |
4,752
+4
| +0.1% | +$652 | 0.31% | 50 |
|
|
2021
Q4 | $594K | Buy |
4,748
+5
| +0.1% | +$626 | 0.23% | 56 |
|
|
2021
Q3 | $508K | Buy |
+4,743
| New | +$508K | 0.22% | 57 |
|
|
2021
Q2 | – | Sell |
-4,646
| Closed | -$490K | – | 60 |
|
|
2021
Q1 | $490K | Buy |
4,646
+4
| +0.1% | +$422 | 0.21% | 54 |
|
|
2020
Q4 | $413K | Buy |
+4,642
| New | +$413K | 0.21% | 53 |
|