Prime Capital Investment Advisors’s Chevron CVX Stock Holding History

Prime Capital Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.1M	Sell	140,367 -32,207	-19%	-$4.61M	0.27%	72
2025 Q1	$28.9M	Buy	172,574 +26,584	+18%	+$4.45M	0.34%	60
2024 Q4	$21.1M	Buy	145,990 +987	+0.7%	+$143K	0.31%	63
2024 Q3	$21.4M	Sell	145,003 -5,563	-4%	-$819K	0.3%	64
2024 Q2	$23.6M	Sell	150,566 -18,767	-11%	-$2.94M	0.35%	60
2024 Q1	$26.7M	Sell	169,333 -49,266	-23%	-$7.77M	0.37%	62
2023 Q4	$32.6M	Buy	218,599 +41,679	+24%	+$6.22M	0.49%	45
2023 Q3	$29.8M	Buy	176,920 +13,766	+8%	+$2.32M	0.61%	36
2023 Q2	$25.7M	Buy	163,154 +68,564	+72%	+$10.8M	0.51%	47
2023 Q1	$15.4M	Sell	94,590 -55,385	-37%	-$9.04M	0.63%	36
2022 Q4	$26.9M	Buy	149,975 +66,254	+79%	+$11.9M	1.02%	25
2022 Q3	$12M	Buy	83,721 +35,341	+73%	+$5.08M	0.69%	30
2022 Q2	$7M	Buy	48,380 +2,475	+5%	+$358K	0.42%	42
2022 Q1	$5.39M	Sell	45,905 -11,423	-20%	-$1.34M	0.3%	66
2021 Q4	$6.73M	Sell	57,328 -7,450	-12%	-$874K	0.36%	51
2021 Q3	$6.57M	Sell	64,778 -28,817	-31%	-$2.92M	0.41%	40
2021 Q2	$9.8M	Buy	93,595 +43,098	+85%	+$4.51M	0.57%	28
2021 Q1	$5.29M	Buy	50,497 +7,178	+17%	+$752K	0.38%	44
2020 Q4	$3.66M	Sell	43,319 -29,813	-41%	-$2.52M	0.28%	68
2020 Q3	$5.27M	Buy	73,132 +4,178	+6%	+$301K	0.44%	34
2020 Q2	$6.15M	Buy	68,954 +42,740	+163%	+$3.81M	0.58%	24
2020 Q1	$1.9M	Buy	26,214 +7,535	+40%	+$546K	0.23%	80
2019 Q4	$2.25M	Sell	18,679 -29,439	-61%	-$3.55M	0.26%	92
2019 Q3	$5.71M	Buy	48,118 +9,543	+25%	+$1.13M	0.88%	25
2019 Q2	$4.8M	Buy	38,575 +30,591	+383%	+$3.81M	0.88%	29
2019 Q1	$983K	Sell	7,984 -447	-5%	-$55K	0.29%	80
2018 Q4	$917K	Sell	8,431 -1,250	-13%	-$136K	0.33%	68
2018 Q3	$1.18M	Buy	9,681 +2,090	+28%	+$256K	0.38%	67
2018 Q2	$960K	Sell	7,591 -26,415	-78%	-$3.34M	0.4%	61
2018 Q1	$3.88M	Buy	34,006 +27,070	+390%	+$3.09M	2.75%	8
2017 Q4	$868K	Buy	+6,936	New	+$868K	0.67%	41