AFA
American Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,210
| Closed | -$202K | – | 162 |
|
|
2025
Q1 | $202K | Buy |
+1,210
| New | +$202K | 0.03% | 142 |
|
|
2024
Q4 | – | Sell |
-1,375
| Closed | -$202K | – | 151 |
|
|
2024
Q3 | $202K | Buy |
1,375
+39
| +3% | +$5.74K | 0.03% | 141 |
|
|
2024
Q2 | $209K | Sell |
1,336
-155
| -10% | -$24.2K | 0.03% | 138 |
|
|
2024
Q1 | $235K | Buy |
1,491
+8
| +0.5% | +$1.26K | 0.03% | 131 |
|
|
2023
Q4 | $221K | Buy |
1,483
+8
| +0.5% | +$1.19K | 0.03% | 129 |
|
|
2023
Q3 | $249K | Buy |
1,475
+7
| +0.5% | +$1.18K | 0.04% | 115 |
|
|
2023
Q2 | $231K | Buy |
1,468
+7
| +0.5% | +$1.1K | 0.04% | 120 |
|
|
2023
Q1 | $238K | Buy |
1,461
+7
| +0.5% | +$1.14K | 0.04% | 115 |
|
|
2022
Q4 | $261K | Buy |
1,454
+6
| +0.4% | +$1.08K | 0.04% | 104 |
|
|
2022
Q3 | $208K | Buy |
+1,448
| New | +$208K | 0.04% | 112 |
|
|
2022
Q2 | – | Sell |
-1,388
| Closed | -$226K | – | 88 |
|
|
2022
Q1 | $226K | Buy |
+1,388
| New | +$226K | 0.03% | 121 |
|