BFG
Barber Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $249K | Buy |
1,524
+11
| +0.7% | +$1.8K | 0.04% | 123 |
|
|
2022
Q4 | $272K | Buy |
+1,513
| New | +$272K | 0.08% | 110 |
|
|
2020
Q1 | – | Sell |
-2,345
| Closed | -$283K | – | 119 |
|
|
2019
Q4 | $283K | Sell |
2,345
-42
| -2% | -$5.07K | 0.06% | 110 |
|
|
2019
Q3 | $283K | Sell |
2,387
-30
| -1% | -$3.56K | 0.06% | 108 |
|
|
2019
Q2 | $301K | Buy |
2,417
+105
| +5% | +$13.1K | 0.07% | 106 |
|
|
2019
Q1 | $285K | Sell |
2,312
-12
| -0.5% | -$1.48K | 0.06% | 104 |
|
|
2018
Q4 | $253K | Hold |
2,324
| – | – | 0.05% | 111 |
|
|
2018
Q3 | $284K | Buy |
+2,324
| New | +$284K | 0.07% | 105 |
|