CFCI
Comprehensive Financial Consultants Institutional’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
10,796
+285
| +3% | +$40.8K | 0.51% | 72 |
|
|
2025
Q1 | $1.76M | Buy |
10,511
+184
| +2% | +$30.8K | 0.63% | 58 |
|
|
2024
Q4 | $1.5M | Sell |
10,327
-389
| -4% | -$56.3K | 0.54% | 69 |
|
|
2024
Q3 | $1.58M | Buy |
10,716
+185
| +2% | +$27.2K | 0.58% | 64 |
|
|
2024
Q2 | $1.65M | Buy |
10,531
+582
| +6% | +$91K | 0.64% | 59 |
|
|
2024
Q1 | $1.57M | Buy |
9,949
+801
| +9% | +$126K | 0.65% | 57 |
|
|
2023
Q4 | $1.36M | Buy |
9,148
+8
| +0.1% | +$1.19K | 0.63% | 66 |
|
|
2023
Q3 | $1.54M | Sell |
9,140
-182
| -2% | -$30.7K | 0.81% | 44 |
|
|
2023
Q2 | $1.43M | Buy |
9,322
+11
| +0.1% | +$1.69K | 0.76% | 48 |
|
|
2023
Q1 | $1.52M | Buy |
9,311
+278
| +3% | +$45.4K | 0.86% | 35 |
|
|
2022
Q4 | $1.6M | Sell |
9,033
-334
| -4% | -$59.1K | 0.97% | 34 |
|
|
2022
Q3 | $1.51M | Buy |
9,367
+21
| +0.2% | +$3.39K | 1% | 33 |
|
|
2022
Q2 | $1.3M | Sell |
9,346
-4,151
| -31% | -$577K | 0.92% | 35 |
|
|
2022
Q1 | $2.3M | Sell |
13,497
-134
| -1% | -$22.9K | 1.6% | 12 |
|
|
2021
Q4 | $1.91M | Buy |
+13,631
| New | +$1.91M | 1.23% | 18 |
|