AFG Fiduciary Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$228K Buy
2024
Q3
Sell
2024
Q2
$204K Hold
2024
Q1
$211K Buy
2023
Q4
Sell
2023
Q3
$235K Sell
2023
Q2
$232K Buy
2023
Q1
$246K Buy
2022
Q4
$271K Sell
2022
Q3
$237K Buy
2022
Q2
$235K Sell
2022
Q1
$294K Sell
2021
Q4
$222K Buy