Infrastructure Capital 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 | $2.63M | Buy |
18,370
+7,125
| +63% | +$1.02M | 0.21% | 38 |
|
|
2025
Q1 | $1.88M | Sell |
11,245
-9,059
| -45% | -$1.52M | 0.14% | 42 |
|
|
2024
Q4 | $2.94M | Buy |
20,304
+9,758
| +93% | +$1.41M | 0.21% | 36 |
|
|
2024
Q3 | $1.55M | Sell |
10,546
-127
| -1% | -$18.7K | 0.21% | 50 |
|
|
2024
Q2 | $1.67M | Sell |
10,673
-127
| -1% | -$19.9K | 0.22% | 41 |
|
|
2024
Q1 | $1.7M | Buy |
10,800
+2,818
| +35% | +$445K | 0.22% | 36 |
|
|
2023
Q4 | $1.19M | Buy |
+7,982
| New | +$1.19M | 0.17% | 47 |
|
|
2023
Q3 | – | Sell |
-1,672
| Closed | -$263K | – | 82 |
|
|
2023
Q2 | $263K | Buy |
1,672
+80
| +5% | +$12.6K | 0.03% | 94 |
|
|
2023
Q1 | $260K | Sell |
1,592
-4,078
| -72% | -$665K | 0.03% | 88 |
|
|
2022
Q4 | $1.02M | Buy |
5,670
+958
| +20% | +$172K | 0.15% | 33 |
|
|
2022
Q3 | $677K | Sell |
4,712
-338
| -7% | -$48.6K | 0.01% | 34 |
|
|
2022
Q2 | $731K | Buy |
+5,050
| New | +$731K | 0.06% | 43 |
|
|
2021
Q1 | – | Sell |
-2,002
| Closed | -$169K | – | 58 |
|
|
2020
Q4 | $169K | Buy |
+2,002
| New | +$169K | 0.06% | 48 |
|