Voisard Asset Management 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
$274K Buy
1,916
+56
+3% +$8.02K 0.07% 76
2025
Q1
$311K Buy
1,860
+3
+0.2% +$502 0.09% 66
2024
Q4
$269K Buy
1,857
+7
+0.4% +$1.01K 0.09% 68
2024
Q3
$272K Buy
1,850
+196
+12% +$28.9K 0.11% 66
2024
Q2
$259K Buy
1,654
+600
+57% +$93.9K 0.13% 48
2024
Q1
$166K Hold
1,054
0.09% 60
2023
Q4
$157K Buy
+1,054
New +$157K 0.09% 60