Briaud Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
1,188
+701
| +144% | +$100K | 0.07% | 47 |
|
|
2025
Q1 | $81K | Hold |
487
| – | – | 0.03% | 64 |
|
|
2024
Q4 | $70K | Hold |
487
| – | – | 0.03% | 67 |
|
|
2024
Q3 | $71K | Hold |
487
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $76K | Hold |
487
| – | – | 0.04% | 45 |
|
|
2024
Q1 | $77K | Buy |
+487
| New | +$77K | 0.04% | 46 |
|
|
2023
Q4 | – | Sell |
-487
| Closed | -$82K | – | 53 |
|
|
2023
Q3 | $82K | Buy |
+487
| New | +$82K | 0.07% | 43 |
|