Procyon 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 | $5.4M | Sell |
37,747
-5,406
| -13% | -$774K | 0.51% | 47 |
|
|
2025
Q1 | $7.07M | Buy |
43,153
+3,654
| +9% | +$598K | 0.43% | 54 |
|
|
2024
Q4 | $5.72M | Buy |
39,499
+9,602
| +32% | +$1.39M | 0.36% | 58 |
|
|
2024
Q3 | $4.4M | Sell |
29,897
-6
| -0% | -$883 | 0.3% | 80 |
|
|
2024
Q2 | $4.68M | Sell |
29,903
-421
| -1% | -$65.9K | 0.35% | 62 |
|
|
2024
Q1 | $4.78M | Sell |
30,324
-5,215
| -15% | -$823K | 0.37% | 64 |
|
|
2023
Q4 | $5.3M | Sell |
35,539
-4,692
| -12% | -$700K | 0.45% | 48 |
|
|
2023
Q3 | $6.78M | Buy |
40,231
+2,382
| +6% | +$402K | 0.7% | 34 |
|
|
2023
Q2 | $5.96M | Buy |
37,849
+3,711
| +11% | +$584K | 0.75% | 31 |
|
|
2023
Q1 | $5.57M | Buy |
34,138
+695
| +2% | +$113K | 0.93% | 22 |
|
|
2022
Q4 | $6M | Buy |
33,443
+10,904
| +48% | +$1.96M | 1.1% | 19 |
|
|
2022
Q3 | $3.24M | Buy |
22,539
+3,434
| +18% | +$493K | 0.79% | 25 |
|
|
2022
Q2 | $2.77M | Sell |
19,105
-5,567
| -23% | -$806K | 0.61% | 35 |
|
|
2022
Q1 | $4.02M | Sell |
24,672
-2,741
| -10% | -$446K | 0.83% | 25 |
|
|
2021
Q4 | $3.22M | Buy |
27,413
+1,188
| +5% | +$139K | 0.69% | 34 |
|
|
2021
Q3 | $2.66M | Buy |
26,225
+2,290
| +10% | +$232K | 0.68% | 31 |
|
|
2021
Q2 | $2.51M | Buy |
23,935
+8,335
| +53% | +$873K | 0.68% | 34 |
|
|
2021
Q1 | $1.64M | Sell |
15,600
-927
| -6% | -$97.2K | 0.73% | 35 |
|
|
2020
Q4 | $1.4M | Sell |
16,527
-92
| -0.6% | -$7.77K | 0.68% | 39 |
|
|
2020
Q3 | $1.2M | Buy |
16,619
+522
| +3% | +$37.6K | 0.67% | 45 |
|
|
2020
Q2 | $1.44M | Buy |
16,097
+1,599
| +11% | +$143K | 0.76% | 30 |
|
|
2020
Q1 | $1.05M | Sell |
14,498
-2,640
| -15% | -$191K | 0.7% | 38 |
|
|
2019
Q4 | $2.07M | Buy |
+17,138
| New | +$2.07M | 1.26% | 15 |
|