Burkett Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Sell |
410
-68
| -14% | -$9.74K | 0.02% | 88 |
|
|
2025
Q1 | $80K | Buy |
478
+5
| +1% | +$837 | 0.03% | 73 |
|
|
2024
Q4 | $68.6K | Buy |
473
+4
| +0.9% | +$580 | 0.03% | 74 |
|
|
2024
Q3 | $69K | Buy |
469
+6
| +1% | +$883 | 0.03% | 71 |
|
|
2024
Q2 | $72.5K | Buy |
463
+4
| +0.9% | +$626 | 0.04% | 64 |
|
|
2024
Q1 | $72.3K | Buy |
459
+5
| +1% | +$788 | 0.04% | 71 |
|
|
2023
Q4 | $67.7K | Buy |
+454
| New | +$67.7K | 0.04% | 76 |
|