B.O.S.S. Retirement 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 | $326K | Sell |
2,276
-478
| -17% | -$68.5K | 0.08% | 142 |
|
|
2025
Q1 | $461K | Sell |
2,754
-411
| -13% | -$68.8K | 0.13% | 107 |
|
|
2024
Q4 | $458K | Sell |
3,165
-18,667
| -86% | -$2.7M | 0.13% | 111 |
|
|
2024
Q3 | $3.22M | Sell |
21,832
-5,523
| -20% | -$813K | 0.65% | 46 |
|
|
2024
Q2 | $4.28M | Buy |
27,355
+2,733
| +11% | +$427K | 1.09% | 23 |
|
|
2024
Q1 | $3.67M | Sell |
24,622
-3,518
| -13% | -$525K | 1.41% | 15 |
|
|
2023
Q4 | $4.2M | Sell |
28,140
-364
| -1% | -$54.3K | 0.81% | 26 |
|
|
2023
Q3 | $4.81M | Buy |
28,504
+118
| +0.4% | +$19.9K | 1.03% | 13 |
|
|
2023
Q2 | $4.47M | Sell |
28,386
-7,853
| -22% | -$1.24M | 0.95% | 16 |
|
|
2023
Q1 | $5.91M | Buy |
36,239
+6,588
| +22% | +$1.07M | 1.39% | 8 |
|
|
2022
Q4 | $5.32M | Buy |
+29,651
| New | +$5.32M | 1.36% | 8 |
|