CFS Investment Advisory 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 | $979K | Sell |
6,835
-4,435
| -39% | -$635K | 0.08% | 174 |
|
|
2025
Q1 | $1.89M | Sell |
11,270
-1,329
| -11% | -$222K | 0.17% | 117 |
|
|
2024
Q4 | $1.83M | Sell |
12,599
-5,060
| -29% | -$733K | 0.16% | 113 |
|
|
2024
Q3 | $2.6M | Sell |
17,659
-25,661
| -59% | -$3.78M | 0.22% | 85 |
|
|
2024
Q2 | $6.78M | Buy |
+43,320
| New | +$6.78M | 0.55% | 41 |
|
|
2023
Q3 | – | Sell |
-16,221
| Closed | -$2.55M | – | 170 |
|
|
2023
Q2 | $2.55M | Buy |
+16,221
| New | +$2.55M | 0.33% | 57 |
|
|
2022
Q3 | – | Sell |
-2,873
| Closed | -$416K | – | 264 |
|
|
2022
Q2 | $416K | Sell |
2,873
-452,074
| -99% | -$65.5M | 0.06% | 173 |
|
|
2022
Q1 | $3K | Buy |
454,947
+452,727
| +20,393% | +$2.99K | 0.01% | 234 |
|
|
2021
Q4 | $285K | Buy |
+2,220
| New | +$285K | 0.04% | 196 |
|