Valmark Advisers’s Chevron CVX Stock Holding History

Valmark Advisers’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	$2.26M	Buy	15,759 +663	+4%	+$94.9K	0.03%	207
2025 Q1	$2.53M	Sell	15,096 -1,313	-8%	-$220K	0.04%	174
2024 Q4	$2.38M	Sell	16,409 -575	-3%	-$83.3K	0.04%	178
2024 Q3	$2.5M	Buy	16,984 +2,163	+15%	+$319K	0.04%	165
2024 Q2	$2.32M	Buy	14,821 +1,072	+8%	+$168K	0.04%	160
2024 Q1	$2.17M	Buy	13,749 +519	+4%	+$81.9K	0.04%	163
2023 Q4	$1.97M	Sell	13,230 -3,118	-19%	-$465K	0.04%	166
2023 Q3	$2.76M	Buy	16,348 +419	+3%	+$70.7K	0.06%	116
2023 Q2	$2.51M	Sell	15,929 -153	-1%	-$24.1K	0.05%	124
2023 Q1	$2.62M	Buy	16,082 +761	+5%	+$124K	0.06%	119
2022 Q4	$2.75M	Buy	15,321 +5,204	+51%	+$934K	0.06%	115
2022 Q3	$1.45M	Sell	10,117 -59	-0.6%	-$8.48K	0.03%	148
2022 Q2	$1.47M	Buy	10,176 +457	+5%	+$66.2K	0.03%	149
2022 Q1	$1.58M	Buy	9,719 +524	+6%	+$85.3K	0.03%	148
2021 Q4	$1.08M	Buy	9,195 +1,689	+23%	+$198K	0.02%	187
2021 Q3	$761K	Sell	7,506 -78	-1%	-$7.91K	0.01%	226
2021 Q2	$794K	Sell	7,584 -275	-3%	-$28.8K	0.01%	218
2021 Q1	$824K	Buy	7,859 +670	+9%	+$70.2K	0.02%	203
2020 Q4	$607K	Buy	7,189 +2,533	+54%	+$214K	0.01%	228
2020 Q3	$335K	Sell	4,656 -18	-0.4%	-$1.3K	0.01%	217
2020 Q2	$417K	Buy	4,674 +937	+25%	+$83.6K	0.01%	181
2020 Q1	$271K	Buy	3,737 +769	+26%	+$55.8K	0.01%	187
2019 Q4	$358K	Sell	2,968 -1,660	-36%	-$200K	0.01%	173
2019 Q3	$549K	Buy	4,628 +503	+12%	+$59.7K	0.01%	148
2019 Q2	$513K	Buy	4,125 +64	+2%	+$7.96K	0.01%	141
2019 Q1	$500K	Sell	4,061 -1,370	-25%	-$169K	0.01%	138
2018 Q4	$591K	Buy	5,431 +951	+21%	+$103K	0.01%	116
2018 Q3	$548K	Buy	4,480 +375	+9%	+$45.9K	0.01%	122
2018 Q2	$519K	Buy	4,105 +695	+20%	+$87.9K	0.01%	118
2018 Q1	$389K	Buy	3,410 +89	+3%	+$10.2K	0.01%	125
2017 Q4	$416K	Buy	+3,321	New	+$416K	0.01%	123