CFFP
Center for Financial Planning’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
12,642
-212
| -2% | -$30.4K | 0.21% | 42 |
|
|
2025
Q1 | $2.15M | Sell |
12,854
-100
| -0.8% | -$16.7K | 0.27% | 32 |
|
|
2024
Q4 | $1.88M | Hold |
12,954
| – | – | 0.25% | 38 |
|
|
2024
Q3 | $1.91M | Sell |
12,954
-607
| -4% | -$89.4K | 0.26% | 33 |
|
|
2024
Q2 | $2.12M | Sell |
13,561
-151
| -1% | -$23.6K | 0.31% | 28 |
|
|
2024
Q1 | $2.16M | Buy |
13,712
+986
| +8% | +$156K | 0.32% | 27 |
|
|
2023
Q4 | $1.9M | Sell |
12,726
-460
| -3% | -$68.6K | 0.35% | 27 |
|
|
2023
Q3 | $2.22M | Sell |
13,186
-358
| -3% | -$60.4K | 0.48% | 19 |
|
|
2023
Q2 | $2.13M | Sell |
13,544
-431
| -3% | -$67.8K | 0.45% | 21 |
|
|
2023
Q1 | $2.28M | Sell |
13,975
-285
| -2% | -$46.5K | 0.53% | 19 |
|
|
2022
Q4 | $2.56M | Sell |
14,260
-400
| -3% | -$71.8K | 0.62% | 16 |
|
|
2022
Q3 | $2.11M | Sell |
14,660
-29
| -0.2% | -$4.17K | 0.56% | 17 |
|
|
2022
Q2 | $2.13M | Buy |
14,689
+29
| +0.2% | +$4.2K | 0.54% | 19 |
|
|
2022
Q1 | $2.39M | Buy |
14,660
+367
| +3% | +$59.8K | 0.49% | 20 |
|
|
2021
Q4 | $1.68M | Sell |
14,293
-28
| -0.2% | -$3.29K | 0.34% | 28 |
|
|
2021
Q3 | $1.45M | Sell |
14,321
-862
| -6% | -$87.5K | 0.35% | 32 |
|
|
2021
Q2 | $1.59M | Sell |
15,183
-190
| -1% | -$19.9K | 0.39% | 28 |
|
|
2021
Q1 | $1.61M | Sell |
15,373
-34
| -0.2% | -$3.56K | 0.42% | 25 |
|
|
2020
Q4 | $1.3M | Buy |
15,407
+37
| +0.2% | +$3.12K | 0.37% | 28 |
|
|
2020
Q3 | $1.11M | Buy |
15,370
+273
| +2% | +$19.7K | 0.36% | 34 |
|
|
2020
Q2 | $1.35M | Sell |
15,097
-124
| -0.8% | -$11.1K | 0.47% | 24 |
|
|
2020
Q1 | $1.1M | Sell |
15,221
-1,012
| -6% | -$73.3K | 0.37% | 27 |
|
|
2019
Q4 | $1.96M | Buy |
+16,233
| New | +$1.96M | 0.49% | 15 |
|