IAM Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $932K | Sell |
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|
2024
Q4 | $833K | Sell |
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|
2024
Q3 | $865K | Buy |
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|
2024
Q2 | $916K | Sell |
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|
2024
Q1 | $924K | Buy |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $875K | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $413K | Buy |
|