West Michigan Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
6,260
-647
| -9% | -$92.6K | 0.25% | 75 |
|
|
2025
Q1 | $1.16M | Sell |
6,907
-1,046
| -13% | -$175K | 0.38% | 55 |
|
|
2024
Q4 | $1.15M | Sell |
7,953
-1,001
| -11% | -$145K | 0.35% | 56 |
|
|
2024
Q3 | $1.32M | Buy |
8,954
+635
| +8% | +$93.5K | 0.4% | 52 |
|
|
2024
Q2 | $1.3M | Sell |
8,319
-993
| -11% | -$155K | 0.41% | 47 |
|
|
2024
Q1 | $1.47M | Buy |
9,312
+620
| +7% | +$97.8K | 0.48% | 47 |
|
|
2023
Q4 | $1.3M | Sell |
8,692
-318
| -4% | -$47.4K | 0.49% | 46 |
|
|
2023
Q3 | $1.52M | Buy |
9,010
+137
| +2% | +$23.1K | 0.81% | 35 |
|
|
2023
Q2 | $1.4M | Buy |
8,873
+172
| +2% | +$27.1K | 0.56% | 52 |
|
|
2023
Q1 | $1.42M | Buy |
8,701
+5,041
| +138% | +$822K | 0.81% | 33 |
|
|
2022
Q4 | $657K | Sell |
3,660
-578
| -14% | -$104K | 0.48% | 47 |
|
|
2022
Q3 | $609K | Sell |
4,238
-93
| -2% | -$13.4K | 0.53% | 46 |
|
|
2022
Q2 | $627K | Sell |
4,331
-205
| -5% | -$29.7K | 0.54% | 48 |
|
|
2022
Q1 | $739K | Sell |
4,536
-939
| -17% | -$153K | 0.5% | 44 |
|
|
2021
Q4 | $642K | Buy |
+5,475
| New | +$642K | 0.48% | 49 |
|