Icon Wealth 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 | $17.1M | Buy |
119,432
+5,830
| +5% | +$835K | 1.22% | 21 |
|
|
2025
Q1 | $19M | Sell |
113,602
-2,793
| -2% | -$467K | 1.56% | 14 |
|
|
2024
Q4 | $16.9M | Buy |
116,395
+1,549
| +1% | +$224K | 1.39% | 14 |
|
|
2024
Q3 | $16.9M | Sell |
114,846
-5,092
| -4% | -$750K | 1.41% | 15 |
|
|
2024
Q2 | $19.2M | Buy |
119,938
+3,482
| +3% | +$559K | 1.71% | 12 |
|
|
2024
Q1 | $18.4M | Sell |
116,456
-1,936
| -2% | -$305K | 1.71% | 12 |
|
|
2023
Q4 | $17.7M | Buy |
+118,392
| New | +$17.7M | 1.84% | 11 |
|
|
2022
Q4 | $24.1M | Buy |
134,294
+4,745
| +4% | +$852K | 2.77% | 5 |
|
|
2022
Q3 | $18.6M | Buy |
+129,549
| New | +$18.6M | 2.26% | 7 |
|