AFG Fiduciary Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,302
| Closed | -$204K | – | 78 |
|
|
2024
Q2 | $204K | Hold |
1,302
| – | – | 0.14% | 71 |
|
|
2024
Q1 | $211K | Buy |
+1,302
| New | +$211K | 0.16% | 73 |
|
|
2023
Q4 | – | Sell |
-1,430
| Closed | -$235K | – | 84 |
|
|
2023
Q3 | $235K | Sell |
1,430
-79
| -5% | -$13K | 0.21% | 57 |
|
|
2023
Q2 | $232K | Buy |
1,509
+1
| +0.1% | +$154 | 0.17% | 64 |
|
|
2023
Q1 | $246K | Buy |
1,508
+1
| +0.1% | +$163 | 0.23% | 55 |
|
|
2022
Q4 | $271K | Sell |
1,507
-142
| -9% | -$25.5K | 0.25% | 58 |
|
|
2022
Q3 | $237K | Buy |
1,649
+24
| +1% | +$3.45K | 0.22% | 66 |
|
|
2022
Q2 | $235K | Sell |
1,625
-180
| -10% | -$26K | 0.2% | 70 |
|
|
2022
Q1 | $294K | Sell |
1,805
-89
| -5% | -$14.5K | 0.21% | 71 |
|
|
2021
Q4 | $222K | Buy |
+1,894
| New | +$222K | 0.16% | 73 |
|