Powell Investment 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 | $1.35M | Buy |
+9,397
| New | +$1.35M | 0.5% | 30 |
|
|
2023
Q4 | – | Sell |
-2,054
| Closed | -$346K | – | 148 |
|
|
2023
Q3 | $346K | Hold |
2,054
| – | – | 0.21% | 74 |
|
|
2023
Q2 | $323K | Sell |
2,054
-46
| -2% | -$7.24K | 0.19% | 79 |
|
|
2023
Q1 | $343K | Buy |
2,100
+12
| +0.6% | +$1.96K | 0.19% | 81 |
|
|
2022
Q4 | $375K | Hold |
2,088
| – | – | 0.22% | 75 |
|
|
2022
Q3 | $300K | Buy |
+2,088
| New | +$300K | 0.2% | 83 |
|