Ulland Investment 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 | $103K | Hold |
718
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $120K | Hold |
718
| – | – | 0.1% | 75 |
|
|
2024
Q4 | $104K | Hold |
718
| – | – | 0.07% | 79 |
|
|
2024
Q3 | $106K | Hold |
718
| – | – | 0.08% | 76 |
|
|
2024
Q2 | $112K | Hold |
718
| – | – | 0.08% | 81 |
|
|
2024
Q1 | $113K | Hold |
718
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $107K | Hold |
718
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $121K | Hold |
718
| – | – | 0.13% | 65 |
|
|
2023
Q2 | $113K | Hold |
718
| – | – | 0.12% | 71 |
|
|
2023
Q1 | $117K | Hold |
718
| – | – | 0.14% | 64 |
|
|
2022
Q4 | $129K | Hold |
718
| – | – | 0.15% | 63 |
|
|
2022
Q3 | $103K | Hold |
718
| – | – | 0.11% | 66 |
|
|
2022
Q2 | $104K | Hold |
718
| – | – | 0.11% | 68 |
|
|
2022
Q1 | $117K | Hold |
718
| – | – | 0.09% | 71 |
|
|
2021
Q4 | $84K | Buy |
+718
| New | +$84K | 0.05% | 87 |
|