Mutual Advisors’s Chevron CVX Stock Holding History

Mutual Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.7M	Buy	88,759 +6,058	+7%	+$938K	0.34%	46
2025 Q1	$11.5M	Sell	82,701 -1,886	-2%	-$262K	0.33%	52
2024 Q4	$13.5M	Sell	84,587 -3,962	-4%	-$631K	0.39%	38
2024 Q3	$13.3M	Buy	88,549 +1,396	+2%	+$210K	0.39%	38
2024 Q2	$13.6M	Sell	87,153 -2,865	-3%	-$449K	0.41%	35
2024 Q1	$14.2M	Buy	90,018 +5,033	+6%	+$794K	0.46%	31
2023 Q4	$12.7M	Buy	84,985 +7,258	+9%	+$1.08M	0.44%	34
2023 Q3	$13.1M	Buy	77,727 +214	+0.3%	+$36.1K	0.51%	31
2023 Q2	$12.2M	Sell	77,513 -865	-1%	-$136K	0.46%	29
2023 Q1	$12.8M	Buy	78,378 +2,189	+3%	+$357K	0.52%	22
2022 Q4	$13.7M	Buy	76,189 +2,133	+3%	+$383K	0.61%	19
2022 Q3	$10.6M	Buy	74,056 +4,284	+6%	+$616K	0.55%	23
2022 Q2	$10.1M	Buy	69,772 +3,449	+5%	+$499K	0.67%	17
2022 Q1	$10.8M	Sell	66,323 -5,899	-8%	-$961K	0.6%	24
2021 Q4	$8.48M	Buy	72,222 +810	+1%	+$95.1K	0.45%	39
2021 Q3	$7.25M	Buy	71,412 +11,708	+20%	+$1.19M	0.43%	42
2021 Q2	$6.25M	Buy	59,704 +4,160	+7%	+$436K	0.37%	58
2021 Q1	$5.82M	Buy	55,544 +7,671	+16%	+$804K	0.4%	55
2020 Q4	$4.04M	Buy	47,873 +10,925	+30%	+$923K	0.3%	72
2020 Q3	$2.66M	Buy	36,948 +2,114	+6%	+$152K	0.23%	99
2020 Q2	$3.11M	Buy	34,834 +2,126	+6%	+$190K	0.31%	69
2020 Q1	$2.37M	Buy	32,708 +40	+0.1%	+$2.9K	0.32%	71
2019 Q4	$3.94M	Sell	32,668 -86	-0.3%	-$10.4K	0.42%	47
2019 Q3	$3.89M	Buy	32,754 +2,611	+9%	+$310K	0.51%	43
2019 Q2	$3.75M	Buy	30,143 +2,956	+11%	+$368K	0.49%	35
2019 Q1	$3.35M	Buy	27,187 +1,090	+4%	+$134K	0.5%	36
2018 Q4	$2.84M	Buy	26,097 +211	+0.8%	+$23K	0.56%	30
2018 Q3	$3.17M	Buy	25,886 +4,086	+19%	+$500K	0.48%	38
2018 Q2	$2.76M	Sell	21,800 -1,992	-8%	-$252K	0.63%	24
2018 Q1	$2.71M	Buy	23,792 +7,404	+45%	+$844K	0.69%	19
2017 Q4	$2.05M	Buy	+16,388	New	+$2.05M	0.77%	25