Seven Mile Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,597
-952
| -37% | -$136K | 0.14% | 151 |
|
|
2025
Q1 | $426K | Buy |
2,549
+414
| +19% | +$69.2K | 0.28% | 71 |
|
|
2024
Q4 | $309K | Buy |
2,135
+351
| +20% | +$50.8K | 0.2% | 101 |
|
|
2024
Q3 | $263K | Sell |
1,784
-400
| -18% | -$58.9K | 0.17% | 120 |
|
|
2024
Q2 | $342K | Sell |
2,184
-499
| -19% | -$78K | 0.25% | 79 |
|
|
2024
Q1 | $423K | Sell |
2,683
-83
| -3% | -$13.1K | 0.32% | 66 |
|
|
2023
Q4 | $413K | Buy |
2,766
+247
| +10% | +$36.8K | 0.36% | 61 |
|
|
2023
Q3 | $425K | Buy |
2,519
+290
| +13% | +$48.9K | 0.45% | 56 |
|
|
2023
Q2 | $351K | Buy |
+2,229
| New | +$351K | 0.41% | 62 |
|