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 |
|