BFA
BMS Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $622K | Sell |
3,956
-1,525
| -28% | -$240K | 0.41% | 39 |
|
|
2023
Q1 | $894K | Buy |
5,481
+19
| +0.3% | +$3.1K | 0.62% | 26 |
|
|
2022
Q4 | $980K | Sell |
5,462
-158
| -3% | -$28.4K | 0.65% | 23 |
|
|
2022
Q3 | $807K | Sell |
5,620
-129
| -2% | -$18.5K | 0.57% | 30 |
|
|
2022
Q2 | $832K | Buy |
5,749
+360
| +7% | +$52.1K | 0.54% | 25 |
|
|
2022
Q1 | $877K | Buy |
5,389
+321
| +6% | +$52.2K | 0.56% | 29 |
|
|
2021
Q4 | $595K | Buy |
+5,068
| New | +$595K | 0.38% | 53 |
|