BFA
Brendel Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
6,158
-27
| -0.4% | -$3.87K | 0.49% | 51 |
|
|
2025
Q1 | $1.04M | Sell |
6,185
-116
| -2% | -$19.4K | 0.63% | 45 |
|
|
2024
Q4 | $913K | Sell |
6,301
-1,219
| -16% | -$177K | 0.55% | 45 |
|
|
2024
Q3 | $1.11M | Sell |
7,520
-572
| -7% | -$84.2K | 0.63% | 47 |
|
|
2024
Q2 | $1.27M | Buy |
+8,092
| New | +$1.27M | 0.81% | 43 |
|
|
2024
Q1 | – | Sell |
-28,163
| Closed | -$4.2M | – | 68 |
|
|
2023
Q4 | $4.2M | Buy |
+28,163
| New | +$4.2M | 2.75% | 4 |
|
|
2023
Q2 | – | Sell |
-30,829
| Closed | -$5.03M | – | 62 |
|
|
2023
Q1 | $5.03M | Buy |
+30,829
| New | +$5.03M | 3.72% | 4 |
|
|
2022
Q3 | – | Sell |
-29,642
| Closed | -$4.29M | – | 56 |
|
|
2022
Q2 | $4.29M | Sell |
29,642
-4,246
| -13% | -$615K | 3.74% | 4 |
|
|
2022
Q1 | $5.52M | Buy |
33,888
+13,193
| +64% | +$2.15M | 3% | 5 |
|
|
2021
Q4 | $2.43M | Buy |
+20,695
| New | +$2.43M | 1.26% | 33 |
|
|
2021
Q3 | – | Sell |
-7,049
| Closed | -$738K | – | 115 |
|
|
2021
Q2 | $738K | Hold |
7,049
| – | – | 0.41% | 60 |
|
|
2021
Q1 | $739K | Hold |
7,049
| – | – | 0.49% | 56 |
|
|
2020
Q4 | $595K | Sell |
7,049
-22
| -0.3% | -$1.86K | 0.4% | 57 |
|
|
2020
Q3 | $509K | Sell |
7,071
-191
| -3% | -$13.7K | 0.41% | 51 |
|
|
2020
Q2 | $648K | Hold |
7,262
| – | – | 0.56% | 53 |
|
|
2020
Q1 | $526K | Hold |
7,262
| – | – | 0.62% | 43 |
|
|
2019
Q4 | $875K | Sell |
7,262
-462
| -6% | -$55.7K | 0.74% | 44 |
|
|
2019
Q3 | $916K | Buy |
7,724
+100
| +1% | +$11.9K | 0.82% | 38 |
|
|
2019
Q2 | $949K | Buy |
7,624
+525
| +7% | +$65.4K | 0.92% | 34 |
|
|
2019
Q1 | $874K | Hold |
7,099
| – | – | 0.78% | 40 |
|
|
2018
Q4 | $772K | Buy |
+7,099
| New | +$772K | 0.89% | 40 |
|