Silver Oak 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 | $241K | Buy |
1,684
+72
| +4% | +$10.3K | 0.12% | 64 |
|
|
2025
Q1 | $269K | Buy |
+1,612
| New | +$269K | 0.14% | 52 |
|
|
2024
Q2 | – | Sell |
-1,272
| Closed | -$201K | – | 65 |
|
|
2024
Q1 | $201K | Buy |
+1,272
| New | +$201K | 0.11% | 64 |
|
|
2023
Q4 | – | Sell |
-1,272
| Closed | -$214K | – | 62 |
|
|
2023
Q3 | $214K | Buy |
+1,272
| New | +$214K | 0.14% | 58 |
|
|
2022
Q2 | – | Sell |
-1,233
| Closed | -$201K | – | 56 |
|
|
2022
Q1 | $201K | Sell |
1,233
-1,145
| -48% | -$187K | 0.13% | 56 |
|
|
2021
Q4 | $279K | Buy |
+2,378
| New | +$279K | 0.18% | 46 |
|