Southern Capital 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 | $271K | Sell |
1,891
-146
| -7% | -$20.9K | 0.14% | 69 |
|
|
2025
Q1 | $341K | Buy |
2,037
+286
| +16% | +$47.8K | 0.19% | 55 |
|
|
2024
Q4 | $254K | Buy |
1,751
+30
| +2% | +$4.35K | 0.14% | 61 |
|
|
2024
Q3 | $253K | Sell |
1,721
-832
| -33% | -$123K | 0.14% | 59 |
|
|
2024
Q2 | $399K | Sell |
2,553
-110
| -4% | -$17.2K | 0.25% | 43 |
|
|
2024
Q1 | $420K | Buy |
2,663
+368
| +16% | +$58K | 0.26% | 43 |
|
|
2023
Q4 | $342K | Sell |
2,295
-1
| -0% | -$149 | 0.24% | 44 |
|
|
2023
Q3 | $387K | Sell |
2,296
-52
| -2% | -$8.77K | 0.32% | 43 |
|
|
2023
Q2 | $369K | Buy |
2,348
+6
| +0.3% | +$944 | 0.28% | 49 |
|
|
2023
Q1 | $382K | Sell |
2,342
-113
| -5% | -$18.4K | 0.28% | 47 |
|
|
2022
Q4 | $441K | Sell |
2,455
-219
| -8% | -$39.3K | 0.34% | 42 |
|
|
2022
Q3 | $384K | Sell |
2,674
-19
| -0.7% | -$2.73K | 0.31% | 42 |
|
|
2022
Q2 | $390K | Sell |
2,693
-36
| -1% | -$5.21K | 0.31% | 43 |
|
|
2022
Q1 | $444K | Sell |
2,729
-529
| -16% | -$86.1K | 0.3% | 41 |
|
|
2021
Q4 | $382K | Buy |
+3,258
| New | +$382K | 0.24% | 49 |
|