Brogan Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
2,630
+27
| +1% | +$3.87K | 0.17% | 40 |
|
|
2025
Q1 | $436K | Sell |
2,603
-486
| -16% | -$81.3K | 0.21% | 32 |
|
|
2024
Q4 | $447K | Buy |
3,089
+471
| +18% | +$68.2K | 0.22% | 30 |
|
|
2024
Q3 | $386K | Buy |
2,618
+25
| +1% | +$3.68K | 0.22% | 35 |
|
|
2024
Q2 | $406K | Buy |
2,593
+34
| +1% | +$5.32K | 0.26% | 28 |
|
|
2024
Q1 | $404K | Buy |
2,559
+27
| +1% | +$4.26K | 0.27% | 28 |
|
|
2023
Q4 | $378K | Buy |
2,532
+26
| +1% | +$3.88K | 0.28% | 29 |
|
|
2023
Q3 | $422K | Hold |
2,506
| – | – | 0.37% | 18 |
|
|
2023
Q2 | $394K | Buy |
2,506
+4
| +0.2% | +$629 | 0.33% | 22 |
|
|
2023
Q1 | $408K | Sell |
2,502
-117
| -4% | -$19.1K | 0.35% | 18 |
|
|
2022
Q4 | $470K | Buy |
+2,619
| New | +$470K | 0.42% | 16 |
|