SRH Advisors’s Chevron CVX Stock Holding History

SRH Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Hold	2,527	–	–	0.11%	39
2025 Q1	$423K	Hold	2,527	–	–	0.13%	38
2024 Q4	$366K	Hold	2,527	–	–	0.11%	39
2024 Q3	$372K	Hold	2,527	–	–	0.11%	40
2024 Q2	$395K	Sell	2,527 -22	-0.9%	-$3.44K	0.13%	36
2024 Q1	$402K	Buy	2,549 +22	+0.9%	+$3.47K	0.13%	40
2023 Q4	$377K	Hold	2,527	–	–	0.13%	37
2023 Q3	$426K	Hold	2,527	–	–	0.21%	33
2023 Q2	$412K	Hold	2,527	–	–	0.22%	36
2023 Q1	$412K	Hold	2,527	–	–	0.22%	36
2022 Q4	$454K	Hold	2,527	–	–	0.25%	32
2022 Q3	$363K	Hold	2,527	–	–	0.47%	35
2022 Q2	$366K	Hold	2,527	–	–	0.45%	36
2022 Q1	$411K	Sell	2,527 -800	-24%	-$130K	0.46%	41
2021 Q4	$390K	Hold	3,327	–	–	0.44%	40
2021 Q3	$338K	Buy	3,327 +200	+6%	+$20.3K	0.41%	40
2021 Q2	$328K	Hold	3,127	–	–	0.41%	40
2021 Q1	$328K	Buy	3,127 +1,500	+92%	+$157K	0.47%	37
2020 Q4	$137K	Hold	1,627	–	–	0.23%	58
2020 Q3	$117K	Hold	1,627	–	–	0.23%	59
2020 Q2	$145K	Buy	1,627 +1,300	+398%	+$116K	0.36%	48
2020 Q1	$24K	Hold	327	–	–	0.07%	105
2019 Q4	$39K	Sell	327 -500	-60%	-$59.6K	0.13%	90
2019 Q3	$98K	Hold	827	–	–	0.33%	55
2019 Q2	$103K	Hold	827	–	–	0.35%	55
2019 Q1	$102K	Sell	827 -1,000	-55%	-$123K	0.36%	57
2018 Q4	$199K	Hold	1,827	–	–	0.76%	28
2018 Q3	$223K	Buy	1,827 +127	+7%	+$15.5K	0.76%	32
2018 Q2	$215K	Hold	1,700	–	–	0.81%	28
2018 Q1	$194K	Hold	1,700	–	–	0.77%	31
2017 Q4	$213K	Hold	1,700	–	–	0.84%	29
2017 Q3	$200K	Hold	1,700	–	–	0.85%	28
2017 Q2	$177K	Sell	1,700 -300	-15%	-$31.2K	0.84%	31
2017 Q1	$215K	Hold	2,000	–	–	1%	23
2016 Q4	$235K	Sell	2,000 -58	-3%	-$6.82K	1.17%	20
2016 Q3	$212K	Hold	2,058	–	–	1.11%	25
2016 Q2	$216K	Hold	2,058	–	–	1.15%	24
2016 Q1	$196K	Hold	2,058	–	–	1.08%	27
2015 Q4	$185K	Hold	2,058	–	–	1.09%	26
2015 Q3	$162K	Buy	2,058 +600	+41%	+$47.2K	0.95%	26
2015 Q2	$141K	Hold	1,458	–	–	0.89%	29
2015 Q1	$153K	Buy	1,458 +400	+38%	+$42K	1.01%	24
2014 Q4	$119K	Buy	1,058 +1,000	+1,724%	+$112K	0.81%	33
2014 Q3	$7K	Hold	58	–	–	0.05%	108
2014 Q2	$8K	Hold	58	–	–	0.06%	104
2014 Q1	$7K	Hold	58	–	–	0.06%	106
2013 Q4	$7K	Buy	+58	New	+$7K	0.07%	105