CGC 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
$276K Buy
1,930
+51
+3% +$7.3K 0.09% 45
2025
Q1
$314K Sell
1,879
-38
-2% -$6.36K 0.12% 36
2024
Q4
$278K Buy
1,917
+1
+0.1% +$145 0.11% 40
2024
Q3
$282K Buy
1,916
+2
+0.1% +$295 0.11% 43
2024
Q2
$299K Buy
1,914
+1
+0.1% +$156 0.13% 37
2024
Q1
$302K Sell
1,913
-168
-8% -$26.5K 0.16% 37
2023
Q4
$310K Buy
2,081
+359
+21% +$53.5K 0.14% 42
2023
Q3
$290K Sell
1,722
-400
-19% -$67.5K 0.2% 34
2023
Q2
$334K Buy
+2,122
New +$334K 0.22% 32