RIA Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,194
-381
| -15% | -$54.5K | 0.09% | 95 |
|
|
2025
Q1 | $431K | Buy |
2,575
+435
| +20% | +$72.8K | 0.14% | 88 |
|
|
2024
Q4 | $310K | Buy |
2,140
+17
| +0.8% | +$2.46K | 0.11% | 107 |
|
|
2024
Q3 | $313K | Buy |
+2,123
| New | +$313K | 0.11% | 95 |
|
|
2024
Q1 | $326K | Sell |
2,066
-580
| -22% | -$91.5K | 0.13% | 91 |
|
|
2023
Q4 | $395K | Buy |
2,646
+135
| +5% | +$20.1K | 0.16% | 71 |
|
|
2023
Q3 | $424K | Buy |
+2,511
| New | +$424K | 0.19% | 69 |
|
|
2023
Q2 | – | Sell |
-4,243
| Closed | -$692K | – | 127 |
|
|
2023
Q1 | $692K | Buy |
+4,243
| New | +$692K | 0.32% | 50 |
|