Alpha Financial Partners’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 |
-1,208
| Closed | -$202K | – | 92 |
|
|
2025
Q1 | $202K | Sell |
1,208
-474
| -28% | -$79.3K | 0.16% | 84 |
|
|
2024
Q4 | $244K | Buy |
+1,682
| New | +$244K | 0.19% | 66 |
|
|
2024
Q3 | – | Sell |
-1,557
| Closed | -$244K | – | 117 |
|
|
2024
Q2 | $244K | Buy |
1,557
+48
| +3% | +$7.51K | 0.21% | 62 |
|
|
2024
Q1 | $238K | Buy |
1,509
+57
| +4% | +$8.99K | 0.22% | 61 |
|
|
2023
Q4 | $217K | Buy |
1,452
+171
| +13% | +$25.5K | 0.21% | 72 |
|
|
2023
Q3 | $216K | Sell |
1,281
-690
| -35% | -$116K | 0.25% | 76 |
|
|
2023
Q2 | $310K | Buy |
1,971
+105
| +6% | +$16.5K | 0.33% | 61 |
|
|
2023
Q1 | $304K | Sell |
1,866
-373
| -17% | -$60.8K | 0.34% | 59 |
|
|
2022
Q4 | $402K | Buy |
+2,239
| New | +$402K | 0.49% | 38 |
|