Valeo Financial Advisors’s Chevron CVX Stock Holding History

Valeo Financial 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	$6.92M	Sell	48,344 -1,245	-3%	-$178K	0.17%	68
2025 Q1	$8.3M	Buy	49,589 +5,873	+13%	+$982K	0.23%	51
2024 Q4	$6.33M	Sell	43,716 -1,232	-3%	-$178K	0.18%	63
2024 Q3	$6.62M	Sell	44,948 -1,700	-4%	-$250K	0.19%	62
2024 Q2	$7.3M	Sell	46,648 -2,684	-5%	-$420K	0.23%	55
2024 Q1	$8.07M	Buy	49,332 +1,040	+2%	+$170K	0.29%	45
2023 Q4	$7.2M	Buy	48,292 +5,580	+13%	+$832K	0.29%	47
2023 Q3	$7.2M	Sell	42,712 -16,430	-28%	-$2.77M	0.33%	43
2023 Q2	$6.45M	Buy	59,142 +4,547	+8%	+$496K	0.29%	48
2023 Q1	$5.94M	Buy	54,595 +428	+0.8%	+$46.6K	0.29%	53
2022 Q4	$6.46M	Buy	54,167 +1,490	+3%	+$178K	0.35%	43
2022 Q3	$4.96M	Buy	52,677 +18,525	+54%	+$1.74M	0.32%	44
2022 Q2	$4.95M	Sell	34,152 -6,085	-15%	-$881K	0.31%	53
2022 Q1	$6.55M	Sell	40,237 -5,814	-13%	-$947K	0.33%	43
2021 Q4	$5.4M	Buy	46,051 +39	+0.1%	+$4.58K	0.29%	51
2021 Q3	$4.67M	Buy	46,012 +10,115	+28%	+$1.03M	0.27%	56
2021 Q2	$3.76M	Buy	35,897 +1,215	+4%	+$127K	0.23%	67
2021 Q1	$3.63M	Buy	34,682 +2,375	+7%	+$249K	0.17%	72
2020 Q4	$2.73M	Buy	32,307 +3,274	+11%	+$276K	0.14%	81
2020 Q3	$2.09M	Buy	29,033 +3,089	+12%	+$222K	0.18%	80
2020 Q2	$2.32M	Buy	25,944 +3,478	+15%	+$310K	0.21%	70
2020 Q1	$1.9M	Buy	22,466 +1,087	+5%	+$91.7K	0.2%	72
2019 Q4	$2.58M	Buy	21,379 +3,196	+18%	+$385K	0.25%	63
2019 Q3	$2.16M	Sell	18,183 -1,943	-10%	-$230K	0.24%	68
2019 Q2	$2.5M	Buy	20,126 +989	+5%	+$123K	0.29%	61
2019 Q1	$2.36M	Buy	19,137 +1,712	+10%	+$211K	0.29%	59
2018 Q4	$1.9M	Sell	17,425 -106	-0.6%	-$11.5K	0.27%	60
2018 Q3	$1.96M	Buy	17,531 +751	+4%	+$83.8K	0.26%	61
2018 Q2	$2.06M	Buy	16,780 +74	+0.4%	+$9.06K	0.29%	59
2018 Q1	$1.91M	Buy	16,706 +1,809	+12%	+$206K	0.31%	62
2017 Q4	$1.87M	Buy	14,897 +1,986	+15%	+$249K	0.31%	65
2017 Q3	$1.52M	Buy	+12,911	New	+$1.52M	0.34%	65