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 |
|