BFWA
Benchmark Financial Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,726
-57
| -3% | -$8.16K | 0.08% | 97 |
|
|
2025
Q1 | $298K | Buy |
+1,783
| New | +$298K | 0.11% | 81 |
|
|
2019
Q3 | – | Sell |
-1,880
| Closed | -$234K | – | 35 |
|
|
2019
Q2 | $234K | Buy |
1,880
+128
| +7% | +$15.9K | 0.23% | 31 |
|
|
2019
Q1 | $216K | Buy |
+1,752
| New | +$216K | 0.23% | 32 |
|