VisionPoint Advisory 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 | $772K | Buy |
5,389
+3,511
| +187% | +$503K | 0.17% | 137 |
|
|
2025
Q1 | $314K | Buy |
+1,878
| New | +$314K | 0.11% | 164 |
|
|
2024
Q3 | – | Sell |
-335
| Closed | -$52.4K | – | 358 |
|
|
2024
Q2 | $52.4K | Hold |
335
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $52.8K | Hold |
335
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $50K | Sell |
335
-154
| -31% | -$23K | 0.02% | 239 |
|
|
2023
Q3 | $82.5K | Buy |
489
+154
| +46% | +$26K | 0.04% | 210 |
|
|
2023
Q2 | $52.7K | Buy |
+335
| New | +$52.7K | 0.02% | 210 |
|
|
2020
Q1 | – | Sell |
-1,994
| Closed | -$240K | – | 125 |
|
|
2019
Q4 | $240K | Sell |
1,994
-4,564
| -70% | -$549K | 0.1% | 106 |
|
|
2019
Q3 | $747K | Sell |
6,558
-427
| -6% | -$48.6K | 0.2% | 55 |
|
|
2019
Q2 | $869K | Buy |
6,985
+5,292
| +313% | +$658K | 0.25% | 50 |
|
|
2019
Q1 | $209K | Buy |
+1,693
| New | +$209K | 0.06% | 122 |
|