AA Financial 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 | – | Sell |
-1,467
| Closed | -$245K | – | 191 |
|
|
2025
Q1 | $245K | Buy |
+1,467
| New | +$245K | 0.06% | 153 |
|
|
2024
Q4 | – | Sell |
-3,446
| Closed | -$507K | – | 170 |
|
|
2024
Q3 | $507K | Sell |
3,446
-130
| -4% | -$19.1K | 0.15% | 101 |
|
|
2024
Q2 | $559K | Sell |
3,576
-215
| -6% | -$33.6K | 0.2% | 90 |
|
|
2024
Q1 | $598K | Buy |
+3,791
| New | +$598K | 0.24% | 81 |
|