RIA Advisory Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$314K Sell
2025
Q1
$431K Buy
2024
Q4
$310K Buy
2024
Q3
$313K Buy
2024
Q1
$326K Sell
2023
Q4
$395K Buy
2023
Q3
$424K Buy
2023
Q2
Sell
2023
Q1
$692K Buy