Intrua Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.65M Sell
25,486
-36
-0.1% -$5.16K 0.49% 35
2025
Q1
$4.27M Buy
25,522
+428
+2% +$71.6K 0.62% 30
2024
Q4
$3.63M Sell
25,094
-1,105
-4% -$160K 0.56% 37
2024
Q3
$3.86M Sell
26,199
-3,033
-10% -$447K 0.57% 34
2024
Q2
$4.57M Sell
29,232
-1,941
-6% -$304K 0.68% 28
2024
Q1
$4.92M Sell
31,173
-1,498
-5% -$236K 0.71% 24
2023
Q4
$4.87M Sell
32,671
-3,486
-10% -$520K 0.71% 28
2023
Q3
$6.1M Sell
36,157
-127
-0.4% -$21.4K 1.03% 19
2023
Q2
$5.71M Buy
36,284
+4,707
+15% +$741K 0.97% 24
2023
Q1
$4.95M Sell
31,577
-127
-0.4% -$19.9K 1.03% 24
2022
Q4
$5.67M Buy
31,704
+799
+3% +$143K 1.31% 14
2022
Q3
$4.44M Sell
30,905
-3,113
-9% -$447K 1.18% 17
2022
Q2
$4.93M Buy
34,018
+1,051
+3% +$152K 1.05% 19
2022
Q1
$5.37M Buy
32,967
+2,055
+7% +$335K 0.96% 25
2021
Q4
$3.63M Sell
30,912
-567
-2% -$66.5K 0.63% 31
2021
Q3
$3.53M Buy
31,479
+15,000
+91% +$1.68M 0.65% 30
2021
Q2
$1.7M Sell
16,479
-1,081
-6% -$111K 0.4% 51
2021
Q1
$1.8M Buy
17,560
+9,882
+129% +$1.01M 0.46% 44
2020
Q4
$648K Sell
7,678
-401
-5% -$33.8K 0.29% 69
2020
Q3
$671K Sell
8,079
-7,471
-48% -$621K 0.33% 61
2020
Q2
$1.4M Buy
+15,550
New +$1.4M 0.53% 41