Sterling Investment Advisors (Missouri)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
2,454
+1,047
| +74% | +$128K | 0.16% | 31 |
|
|
2025
Q1 | $235K | Sell |
1,407
-3
| -0.2% | -$502 | 0.13% | 31 |
|
|
2024
Q4 | $204K | Buy |
1,410
+10
| +0.7% | +$1.45K | 0.12% | 34 |
|
|
2024
Q3 | $206K | Hold |
1,400
| – | – | 0.12% | 33 |
|
|
2024
Q2 | $219K | Hold |
1,400
| – | – | 0.13% | 32 |
|
|
2024
Q1 | $221K | Hold |
1,400
| – | – | 0.13% | 32 |
|
|
2023
Q4 | $209K | Hold |
1,400
| – | – | 0.13% | 32 |
|
|
2023
Q3 | $236K | Hold |
1,400
| – | – | 0.15% | 27 |
|
|
2023
Q2 | $220K | Hold |
1,400
| – | – | 0.14% | 28 |
|
|
2023
Q1 | $228K | Hold |
1,400
| – | – | 0.15% | 25 |
|
|
2022
Q4 | $251K | Hold |
1,400
| – | – | 0.17% | 24 |
|
|
2022
Q3 | $201K | Hold |
1,400
| – | – | 0.15% | 24 |
|
|
2022
Q2 | $203K | Hold |
1,400
| – | – | 0.14% | 24 |
|
|
2022
Q1 | $228K | Buy |
+1,400
| New | +$228K | 0.13% | 27 |
|
|
2016
Q3 | – | Sell |
-1,940
| Closed | -$203K | – | 26 |
|
|
2016
Q2 | $203K | Buy |
+1,940
| New | +$203K | 0.21% | 31 |
|