Sonora Investment Management 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 | $13M | Buy |
91,085
+3,685
| +4% | +$528K | 0.97% | 35 |
|
|
2025
Q1 | $14.6M | Buy |
87,400
+4,257
| +5% | +$712K | 1.16% | 30 |
|
|
2024
Q4 | $12M | Buy |
83,143
+6,154
| +8% | +$891K | 0.92% | 37 |
|
|
2024
Q3 | $11.3M | Buy |
76,989
+10,668
| +16% | +$1.57M | 0.84% | 46 |
|
|
2024
Q2 | $10.5M | Hold |
66,321
| – | – | 0.82% | 45 |
|
|
2024
Q1 | $10.5M | Buy |
66,321
+7,415
| +13% | +$1.17M | 0.82% | 45 |
|
|
2023
Q4 | $8.79M | Buy |
58,906
+13,284
| +29% | +$1.98M | 0.71% | 51 |
|
|
2023
Q3 | $7.69M | Buy |
45,622
+2,249
| +5% | +$379K | 0.66% | 55 |
|
|
2023
Q2 | $6.82M | Buy |
43,373
+3,888
| +10% | +$612K | 0.57% | 61 |
|
|
2023
Q1 | $6.44M | Buy |
39,485
+981
| +3% | +$160K | 0.56% | 68 |
|
|
2022
Q4 | $6.91M | Buy |
38,504
+1,931
| +5% | +$347K | 0.63% | 64 |
|
|
2022
Q3 | $5.3M | Hold |
36,573
| – | – | 0.68% | 55 |
|
|
2022
Q2 | $5.3M | Buy |
36,573
+2,429
| +7% | +$352K | 0.5% | 74 |
|
|
2022
Q1 | $5.56M | Buy |
34,144
+2,614
| +8% | +$426K | 0.63% | 59 |
|
|
2021
Q4 | $3.7M | Buy |
+31,530
| New | +$3.7M | 0.43% | 70 |
|