RIA
Recurrent Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
21,224
+71
| +0.3% | +$10.2K | 0.25% | 29 |
|
|
2025
Q1 | $3.54M | Hold |
21,153
| – | – | 0.3% | 27 |
|
|
2024
Q4 | $3.06M | Buy |
+21,153
| New | +$3.06M | 0.28% | 25 |
|
|
2023
Q1 | – | Sell |
-33
| Closed | -$5.92K | – | 46 |
|
|
2022
Q4 | $5.92K | Buy |
+33
| New | +$5.92K | ﹤0.01% | 49 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$5K | – | 44 |
|
|
2022
Q2 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 44 |
|