CFGSD
Compass Financial Group (South Dakota)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
2,257
+12
| +0.5% | +$1.72K | 0.05% | 68 |
|
|
2025
Q1 | $376K | Buy |
2,245
+104
| +5% | +$17.4K | 0.07% | 60 |
|
|
2024
Q4 | $310K | Buy |
2,141
+10
| +0.5% | +$1.45K | 0.06% | 69 |
|
|
2024
Q3 | $314K | Buy |
2,131
+11
| +0.5% | +$1.62K | 0.06% | 69 |
|
|
2024
Q2 | $332K | Buy |
2,120
+10
| +0.5% | +$1.56K | 0.07% | 66 |
|
|
2024
Q1 | $333K | Buy |
2,110
+30
| +1% | +$4.73K | 0.08% | 65 |
|
|
2023
Q4 | $310K | Sell |
2,080
-10
| -0.5% | -$1.49K | 0.08% | 68 |
|
|
2023
Q3 | $353K | Buy |
2,090
+126
| +6% | +$21.3K | 0.11% | 55 |
|
|
2023
Q2 | $309K | Sell |
1,964
-2
| -0.1% | -$315 | 0.09% | 68 |
|
|
2023
Q1 | $321K | Sell |
1,966
-11
| -0.6% | -$1.8K | 0.1% | 62 |
|
|
2022
Q4 | $355K | Buy |
+1,977
| New | +$355K | 0.13% | 55 |
|