Integral Investment 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 | $2.25M | Buy |
15,690
+1,089
| +7% | +$156K | 0.64% | 30 |
|
2025
Q1 | $2.44M | Buy |
14,601
+144
| +1% | +$24.1K | 0.78% | 29 |
|
2024
Q4 | $2.09M | Buy |
14,457
+560
| +4% | +$81.1K | 0.68% | 29 |
|
2024
Q3 | $2.05M | Buy |
13,897
+493
| +4% | +$72.6K | 0.69% | 30 |
|
2024
Q2 | $2.1M | Buy |
13,404
+2,244
| +20% | +$351K | 0.77% | 30 |
|
2024
Q1 | $1.74M | Buy |
11,160
+4,148
| +59% | +$649K | 0.72% | 28 |
|
2023
Q4 | $1.05M | Buy |
7,012
+1,782
| +34% | +$266K | 0.67% | 22 |
|
2023
Q3 | $882K | Sell |
5,230
-60
| -1% | -$10.1K | 0.62% | 25 |
|
2023
Q2 | $832K | Sell |
5,290
-58
| -1% | -$9.13K | 0.56% | 29 |
|
2023
Q1 | $873K | Sell |
5,348
-155
| -3% | -$25.3K | 0.62% | 20 |
|
2022
Q4 | $988K | Sell |
5,503
-152
| -3% | -$27.3K | 0.77% | 19 |
|
2022
Q3 | $812K | Sell |
5,655
-716
| -11% | -$103K | 0.66% | 28 |
|
2022
Q2 | $922K | Sell |
6,371
-2,008
| -24% | -$291K | 0.78% | 24 |
|
2022
Q1 | $1.36M | Buy |
8,379
+2,345
| +39% | +$382K | 0.85% | 26 |
|
2021
Q4 | $708K | Buy |
+6,034
| New | +$708K | 0.51% | 48 |
|