Blankinship & Foster’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,303
Closed -$218K 76
2025
Q1
$218K Buy
+1,303
New +$218K 0.06% 66
2024
Q3
Sell
-1,303
Closed -$204K 72
2024
Q2
$204K Hold
1,303
0.05% 68
2024
Q1
$206K Buy
+1,303
New +$206K 0.05% 64
2018
Q4
Sell
-1,716
Closed -$210K 45
2018
Q3
$210K Buy
+1,716
New +$210K 0.13% 40