Sage Mountain Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
2025
Q1
$2.02M Buy
2024
Q4
$1.72M Buy
2024
Q3
$1.66M Sell
2024
Q2
$1.77M Buy
2024
Q1
$1.68M Buy
2023
Q4
$1.3M Buy
2023
Q3
$1.41M Buy
2023
Q2
$1.01M Buy
2023
Q1
$1.03M Buy
2022
Q4
$686K Buy
2022
Q3
$508K Sell
2022
Q2
$875K Buy
2022
Q1
$556K Sell
2021
Q4
$897K Sell
2021
Q3
$836K Buy
2021
Q2
$807K Buy
2021
Q1
$738K Buy
2020
Q4
$352K Buy