IFG Advisory’s Chevron CVX Stock Holding History

IFG Advisory’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98M	Buy	13,817 +1,369	+11%	+$196K	0.1%	223
2025 Q1	$2.08M	Buy	12,448 +142	+1%	+$23.8K	0.12%	211
2024 Q4	$1.78M	Sell	12,306 -605	-5%	-$87.6K	0.1%	217
2024 Q3	$1.9M	Buy	12,911 +346	+3%	+$51K	0.12%	207
2024 Q2	$1.97M	Buy	12,565 +388	+3%	+$60.7K	0.13%	192
2024 Q1	$1.92M	Buy	12,177 +62	+0.5%	+$9.78K	0.14%	188
2023 Q4	$1.81M	Buy	12,115 +346	+3%	+$51.6K	0.13%	181
2023 Q3	$1.98M	Sell	11,769 -107	-0.9%	-$18K	0.17%	162
2023 Q2	$1.87M	Buy	11,876 +368	+3%	+$57.9K	0.17%	174
2023 Q1	$1.88M	Buy	11,508 +105	+0.9%	+$17.1K	0.18%	144
2022 Q4	$2.05M	Sell	11,403 -209	-2%	-$37.5K	0.2%	119
2022 Q3	$1.67M	Sell	11,612 -1,309	-10%	-$188K	0.15%	143
2022 Q2	$1.87M	Sell	12,921 -220	-2%	-$31.8K	0.2%	109
2022 Q1	$2.14M	Sell	13,141 -3,176	-19%	-$517K	0.22%	114
2021 Q4	$1.91M	Sell	16,317 -1,478	-8%	-$173K	0.19%	134
2021 Q3	$1.81M	Sell	17,795 -51	-0.3%	-$5.17K	0.19%	135
2021 Q2	$1.87M	Buy	17,846 +6	+0%	+$628	0.21%	121
2021 Q1	$1.87M	Buy	17,840 +592	+3%	+$62K	0.23%	111
2020 Q4	$1.46M	Sell	17,248 -808	-4%	-$68.2K	0.2%	126
2020 Q3	$1.3M	Sell	18,056 -717	-4%	-$51.6K	0.21%	116
2020 Q2	$1.68M	Buy	18,773 +2,778	+17%	+$248K	0.3%	81
2020 Q1	$1.16M	Sell	15,995 -715	-4%	-$51.8K	0.26%	95
2019 Q4	$2.01M	Sell	16,710 -1,678	-9%	-$202K	0.37%	75
2019 Q3	$2.18M	Sell	18,388 -3,244	-15%	-$385K	0.42%	66
2019 Q2	$2.69M	Sell	21,632 -1,285	-6%	-$160K	0.48%	44
2019 Q1	$2.82M	Sell	22,917 -2,792	-11%	-$344K	0.54%	33
2018 Q4	$2.8M	Sell	25,709 -3,800	-13%	-$413K	0.66%	27
2018 Q3	$3.61M	Sell	29,509 -1,497	-5%	-$183K	0.68%	24
2018 Q2	$3.92M	Sell	31,006 -627	-2%	-$79.3K	0.81%	23
2018 Q1	$3.61M	Sell	31,633 -365	-1%	-$41.6K	0.8%	25
2017 Q4	$4.01M	Buy	+31,998	New	+$4.01M	0.9%	23