Northstar 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 | – | Sell |
-2,647
| Closed | -$443K | – | 104 |
|
|
2025
Q1 | $443K | Buy |
2,647
+51
| +2% | +$8.53K | 0.29% | 67 |
|
|
2024
Q4 | $376K | Sell |
2,596
-10
| -0.4% | -$1.45K | 0.19% | 76 |
|
|
2024
Q3 | $384K | Sell |
2,606
-32
| -1% | -$4.71K | 0.2% | 78 |
|
|
2024
Q2 | $413K | Buy |
2,638
+27
| +1% | +$4.22K | 0.24% | 68 |
|
|
2024
Q1 | $432K | Buy |
2,611
+216
| +9% | +$35.7K | 0.26% | 63 |
|
|
2023
Q4 | $357K | Buy |
2,395
+78
| +3% | +$11.6K | 0.21% | 65 |
|
|
2023
Q3 | $391K | Buy |
+2,317
| New | +$391K | 0.28% | 61 |
|