Investment 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 | $242K | Sell |
1,688
-82
| -5% | -$11.7K | 0.07% | 151 |
|
|
2025
Q1 | $296K | Buy |
1,770
+10
| +0.6% | +$1.67K | 0.1% | 129 |
|
|
2024
Q4 | $255K | Buy |
1,760
+22
| +1% | +$3.19K | 0.09% | 141 |
|
|
2024
Q3 | $256K | Buy |
1,738
+36
| +2% | +$5.3K | 0.09% | 143 |
|
|
2024
Q2 | $266K | Sell |
1,702
-88
| -5% | -$13.8K | 0.1% | 129 |
|
|
2024
Q1 | $282K | Buy |
1,790
+26
| +1% | +$4.1K | 0.12% | 121 |
|
|
2023
Q4 | $263K | Sell |
1,764
-20
| -1% | -$2.98K | 0.12% | 120 |
|
|
2023
Q3 | $301K | Buy |
1,784
+50
| +3% | +$8.43K | 0.16% | 98 |
|
|
2023
Q2 | $273K | Buy |
1,734
+90
| +5% | +$14.2K | 0.14% | 110 |
|
|
2023
Q1 | $268K | Hold |
1,644
| – | – | 0.15% | 110 |
|
|
2022
Q4 | $295K | Buy |
1,644
+20
| +1% | +$3.59K | 0.18% | 99 |
|
|
2022
Q3 | $233K | Hold |
1,624
| – | – | 0.16% | 111 |
|
|
2022
Q2 | $235K | Buy |
1,624
+18
| +1% | +$2.61K | 0.16% | 107 |
|
|
2022
Q1 | $261K | Buy |
+1,606
| New | +$261K | 0.16% | 105 |
|