Blackston Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
2,505
+206
| +9% | +$29.5K | 0.16% | 101 |
|
|
2025
Q1 | $385K | Buy |
2,299
+188
| +9% | +$31.4K | 0.2% | 89 |
|
|
2024
Q4 | $306K | Buy |
2,111
+111
| +6% | +$16.1K | 0.15% | 102 |
|
|
2024
Q3 | $294K | Buy |
+2,000
| New | +$294K | 0.15% | 97 |
|
|
2024
Q1 | – | Sell |
-2,110
| Closed | -$315K | – | 69 |
|
|
2023
Q4 | $315K | Buy |
2,110
+30
| +1% | +$4.47K | 0.2% | 64 |
|
|
2023
Q3 | $351K | Buy |
2,080
+85
| +4% | +$14.3K | 0.24% | 56 |
|
|
2023
Q2 | $314K | Sell |
1,995
-22
| -1% | -$3.46K | 0.23% | 68 |
|
|
2023
Q1 | $329K | Buy |
2,017
+96
| +5% | +$15.7K | 0.25% | 70 |
|
|
2022
Q4 | $345K | Hold |
1,921
| – | – | 0.25% | 63 |
|
|
2022
Q3 | $348K | Buy |
1,921
+18
| +0.9% | +$3.26K | 0.25% | 59 |
|
|
2022
Q2 | $273K | Buy |
+1,903
| New | +$273K | 0.18% | 71 |
|
|
2022
Q1 | – | Sell |
-1,883
| Closed | -$221K | – | 89 |
|
|
2021
Q4 | $221K | Buy |
+1,883
| New | +$221K | 0.13% | 79 |
|