SAM 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 | $871K | Buy |
6,080
+8
| +0.1% | +$1.15K | 0.3% | 25 |
|
|
2025
Q1 | $1.02M | Buy |
6,072
+8
| +0.1% | +$1.34K | 0.38% | 24 |
|
|
2024
Q4 | $878K | Buy |
6,064
+7
| +0.1% | +$1.01K | 0.32% | 24 |
|
|
2024
Q3 | $892K | Buy |
+6,057
| New | +$892K | 0.33% | 25 |
|
|
2023
Q4 | – | Sell |
-6,027
| Closed | -$1.02M | – | 35 |
|
|
2023
Q3 | $1.02M | Buy |
6,027
+131
| +2% | +$22.1K | 0.44% | 25 |
|
|
2023
Q2 | $928K | Buy |
5,896
+6
| +0.1% | +$944 | 0.39% | 25 |
|
|
2023
Q1 | $961K | Buy |
5,890
+7
| +0.1% | +$1.14K | 0.43% | 24 |
|
|
2022
Q4 | $1.06M | Buy |
5,883
+5
| +0.1% | +$898 | 0.47% | 24 |
|
|
2022
Q3 | $844K | Buy |
5,878
+6
| +0.1% | +$862 | 0.41% | 26 |
|
|
2022
Q2 | $851K | Sell |
5,872
-52
| -0.9% | -$7.54K | 0.43% | 24 |
|
|
2022
Q1 | $965K | Buy |
+5,924
| New | +$965K | 0.42% | 24 |
|