United Advisor Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
6,438
+976
| +18% | +$140K | 0.16% | 146 |
|
|
2025
Q1 | $914K | Sell |
5,462
-2,032
| -27% | -$340K | 0.19% | 123 |
|
|
2024
Q4 | $1.09M | Buy |
7,494
+1,366
| +22% | +$198K | 0.21% | 114 |
|
|
2024
Q3 | $902K | Buy |
6,128
+1,296
| +27% | +$191K | 0.2% | 112 |
|
|
2024
Q2 | $756K | Buy |
4,832
+1,786
| +59% | +$279K | 0.23% | 96 |
|
|
2024
Q1 | $480K | Buy |
+3,046
| New | +$480K | 0.18% | 121 |
|