Investmark Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
24,240
-906
| -4% | -$130K | 1.63% | 17 |
|
|
2025
Q1 | $4.21M | Sell |
25,146
-292
| -1% | -$48.9K | 2.08% | 14 |
|
|
2024
Q4 | $3.68M | Buy |
25,438
+210
| +0.8% | +$30.4K | 1.81% | 15 |
|
|
2024
Q3 | $3.72M | Buy |
25,228
+464
| +2% | +$68.3K | 1.8% | 15 |
|
|
2024
Q2 | $3.87M | Buy |
24,764
+227
| +0.9% | +$35.5K | 2.07% | 11 |
|
|
2024
Q1 | $3.87M | Sell |
24,537
-483
| -2% | -$76.2K | 2.12% | 11 |
|
|
2023
Q4 | $3.73M | Sell |
25,020
-93
| -0.4% | -$13.9K | 2.19% | 12 |
|
|
2023
Q3 | $4.23M | Buy |
25,113
+193
| +0.8% | +$32.5K | 2.87% | 6 |
|
|
2023
Q2 | $3.92M | Buy |
24,920
+549
| +2% | +$86.4K | 2.62% | 9 |
|
|
2023
Q1 | $3.98M | Buy |
24,371
+1,033
| +4% | +$169K | 2.92% | 6 |
|
|
2022
Q4 | $4.19M | Buy |
23,338
+451
| +2% | +$80.9K | 3.11% | 6 |
|
|
2022
Q3 | $3.29M | Buy |
22,887
+663
| +3% | +$95.2K | 2.95% | 7 |
|
|
2022
Q2 | $3.22M | Buy |
22,224
+333
| +2% | +$48.2K | 3.18% | 10 |
|
|
2022
Q1 | $3.56M | Buy |
21,891
+711
| +3% | +$116K | 3.67% | 6 |
|
|
2021
Q4 | $2.49M | Buy |
+21,180
| New | +$2.49M | 2.32% | 13 |
|