Cosner Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Hold |
24,943
| – | – | 1.99% | 13 |
|
|
2025
Q1 | $4.17M | Hold |
24,943
| – | – | 2.55% | 12 |
|
|
2024
Q4 | $3.61M | Sell |
24,943
-22
| -0.1% | -$3.19K | 2.29% | 12 |
|
|
2024
Q3 | $3.68M | Buy |
24,965
+26
| +0.1% | +$3.83K | 2.37% | 12 |
|
|
2024
Q2 | $3.9M | Hold |
24,939
| – | – | 2.76% | 12 |
|
|
2024
Q1 | $3.93M | Hold |
24,939
| – | – | 2.82% | 12 |
|
|
2023
Q4 | $3.72M | Buy |
+24,939
| New | +$3.72M | 3.14% | 10 |
|
|
2023
Q3 | – | Sell |
-24,939
| Closed | -$3.92M | – | 24 |
|
|
2023
Q2 | $3.92M | Buy |
+24,939
| New | +$3.92M | 3.23% | 13 |
|