Mount Yale Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $3.2M | Buy |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $687K | Buy |
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|
2018
Q2 | $669K | Buy |
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|
2018
Q1 | $522K | Buy |
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