Moss Adams Wealth 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 | $968K | Buy |
6,759
+173
| +3% | +$24.8K | 0.09% | 82 |
|
|
2025
Q1 | $1.1M | Buy |
6,586
+571
| +9% | +$95.5K | 0.12% | 59 |
|
|
2024
Q4 | $871K | Sell |
6,015
-420
| -7% | -$60.8K | 0.09% | 68 |
|
|
2024
Q3 | $948K | Buy |
6,435
+245
| +4% | +$36.1K | 0.1% | 61 |
|
|
2024
Q2 | $968K | Buy |
6,190
+779
| +14% | +$122K | 0.13% | 48 |
|
|
2024
Q1 | $854K | Buy |
5,411
+74
| +1% | +$11.7K | 0.14% | 54 |
|
|
2023
Q4 | $796K | Buy |
5,337
+1,312
| +33% | +$196K | 0.17% | 38 |
|
|
2023
Q3 | $679K | Sell |
4,025
-344
| -8% | -$58K | 0.23% | 35 |
|
|
2023
Q2 | $687K | Buy |
4,369
+132
| +3% | +$20.8K | 0.22% | 38 |
|
|
2023
Q1 | $691K | Sell |
4,237
-13
| -0.3% | -$2.12K | 0.24% | 36 |
|
|
2022
Q4 | $763K | Buy |
+4,250
| New | +$763K | 0.38% | 42 |
|