SGL Investment 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
$5.29M Buy
34,551
+412
+1% +$63.1K 2.52% 10
2025
Q1
$4.68M Buy
34,139
+418
+1% +$57.3K 2.42% 13
2024
Q4
$5.22M Buy
33,721
+492
+1% +$76.2K 2.63% 11
2024
Q3
$5.38M Buy
+33,229
New +$5.38M 2.76% 8