PCA Investment Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,681
| Closed | -$243K | – | 71 |
|
|
2024
Q4 | $243K | Buy |
1,681
+139
| +9% | +$20.1K | 0.11% | 120 |
|
|
2024
Q3 | $227K | Buy |
1,542
+220
| +17% | +$32.4K | 0.11% | 133 |
|
|
2024
Q2 | $207K | Sell |
1,322
-17
| -1% | -$2.66K | 0.11% | 133 |
|
|
2024
Q1 | $211K | Buy |
+1,339
| New | +$211K | 0.12% | 129 |
|
|
2023
Q3 | – | Sell |
-1,105
| Closed | -$174K | – | 178 |
|
|
2023
Q2 | $174K | Buy |
+1,105
| New | +$174K | 0.1% | 130 |
|