Insigneo Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
22,538
+3,501
| +18% | +$501K | 0.28% | 66 |
|
|
2025
Q1 | $3.18M | Sell |
19,037
-1,112
| -6% | -$186K | 0.33% | 54 |
|
|
2024
Q4 | $2.92M | Buy |
20,149
+1,960
| +11% | +$284K | 0.3% | 58 |
|
|
2024
Q3 | $2.68M | Buy |
18,189
+1,226
| +7% | +$181K | 0.27% | 72 |
|
|
2024
Q2 | $2.45M | Sell |
16,963
-2,512
| -13% | -$363K | 0.28% | 71 |
|
|
2024
Q1 | $3.07M | Buy |
19,475
+186
| +1% | +$29.3K | 0.37% | 51 |
|
|
2023
Q4 | $2.88M | Buy |
19,289
+2,714
| +16% | +$405K | 0.41% | 44 |
|
|
2023
Q3 | $2.79M | Buy |
16,575
+1,970
| +13% | +$332K | 0.57% | 32 |
|
|
2023
Q2 | $2.3M | Buy |
14,605
+4,482
| +44% | +$705K | 0.44% | 44 |
|
|
2023
Q1 | $1.65M | Sell |
10,123
-769
| -7% | -$125K | 0.53% | 36 |
|
|
2022
Q4 | $1.96M | Buy |
+10,892
| New | +$1.96M | 0.74% | 27 |
|