Strategic Advocates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
2,789
+101
| +4% | +$14.5K | 0.12% | 84 |
|
|
2025
Q1 | $450K | Buy |
2,688
+302
| +13% | +$50.5K | 0.16% | 74 |
|
|
2024
Q4 | $346K | Sell |
2,386
-1,982
| -45% | -$287K | 0.12% | 80 |
|
|
2024
Q3 | $643K | Buy |
4,368
+850
| +24% | +$125K | 0.23% | 65 |
|
|
2024
Q2 | $550K | Sell |
3,518
-2,517
| -42% | -$394K | 0.22% | 61 |
|
|
2024
Q1 | $952K | Sell |
6,035
-505
| -8% | -$79.7K | 0.37% | 47 |
|
|
2023
Q4 | $976K | Buy |
6,540
+332
| +5% | +$49.5K | 0.41% | 47 |
|
|
2023
Q3 | $1.05M | Buy |
+6,208
| New | +$1.05M | 0.49% | 44 |
|