CFG
Cooper Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
16,889
-2,077
| -11% | -$297K | 0.28% | 61 |
|
|
2025
Q1 | $3.17M | Buy |
18,966
+1,306
| +7% | +$218K | 0.42% | 48 |
|
|
2024
Q4 | $2.56M | Sell |
17,660
-214
| -1% | -$31K | 0.31% | 57 |
|
|
2024
Q3 | $2.63M | Sell |
17,874
-2,078
| -10% | -$306K | 0.34% | 54 |
|
|
2024
Q2 | $3.12M | Buy |
19,952
+1,994
| +11% | +$312K | 0.46% | 37 |
|
|
2024
Q1 | $2.83M | Buy |
17,958
+353
| +2% | +$55.7K | 0.47% | 35 |
|
|
2023
Q4 | $2.63M | Sell |
17,605
-284
| -2% | -$42.4K | 0.48% | 35 |
|
|
2023
Q3 | $3.02M | Buy |
17,889
+92
| +0.5% | +$15.5K | 0.73% | 27 |
|
|
2023
Q2 | $2.8M | Buy |
17,797
+5,863
| +49% | +$923K | 0.69% | 27 |
|
|
2023
Q1 | $1.95M | Buy |
11,934
+1,443
| +14% | +$235K | 0.52% | 36 |
|
|
2022
Q4 | $1.88M | Buy |
10,491
+875
| +9% | +$157K | 0.58% | 36 |
|
|
2022
Q3 | $1.38M | Buy |
9,616
+460
| +5% | +$66.1K | 0.5% | 49 |
|
|
2022
Q2 | $1.33M | Buy |
9,156
+3
| +0% | +$434 | 0.48% | 57 |
|
|
2022
Q1 | $1.49M | Buy |
9,153
+125
| +1% | +$20.3K | 0.57% | 43 |
|
|
2021
Q4 | $1.06M | Sell |
9,028
-242
| -3% | -$28.4K | 0.4% | 63 |
|
|
2021
Q3 | $940K | Sell |
9,270
-47
| -0.5% | -$4.77K | 0.2% | 76 |
|
|
2021
Q2 | $976K | Buy |
9,317
+199
| +2% | +$20.8K | 0.2% | 73 |
|
|
2021
Q1 | $955K | Sell |
9,118
-7,228
| -44% | -$757K | 0.22% | 68 |
|
|
2020
Q4 | $1.38M | Buy |
16,346
+5,767
| +55% | +$487K | 0.28% | 59 |
|
|
2020
Q3 | $762K | Sell |
10,579
-160
| -1% | -$11.5K | 0.22% | 64 |
|
|
2020
Q2 | $958K | Buy |
10,739
+187
| +2% | +$16.7K | 0.31% | 48 |
|
|
2020
Q1 | $765K | Buy |
10,552
+7,758
| +278% | +$562K | 0.32% | 51 |
|
|
2019
Q4 | $337K | Buy |
2,794
+374
| +15% | +$45.1K | 0.13% | 95 |
|
|
2019
Q3 | $287K | Sell |
2,420
-41
| -2% | -$4.86K | 0.13% | 102 |
|
|
2019
Q2 | $306K | Buy |
+2,461
| New | +$306K | 0.15% | 91 |
|