CFD
Creative Financial Designs’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
22,828
+742
| +3% | +$106K | 0.24% | 97 |
|
|
2025
Q1 | $3.69M | Buy |
22,086
+365
| +2% | +$61.1K | 0.3% | 74 |
|
|
2024
Q4 | $3.15M | Buy |
21,721
+7,567
| +53% | +$1.1M | 0.26% | 85 |
|
|
2024
Q3 | $2.08M | Buy |
14,154
+8,822
| +165% | +$1.3M | 0.18% | 115 |
|
|
2024
Q2 | $834K | Buy |
5,332
+540
| +11% | +$84.5K | 0.07% | 201 |
|
|
2024
Q1 | $756K | Buy |
4,792
+1,080
| +29% | +$170K | 0.07% | 200 |
|
|
2023
Q4 | $554K | Buy |
3,712
+588
| +19% | +$87.7K | 0.06% | 232 |
|
|
2023
Q3 | $527K | Buy |
3,124
+135
| +5% | +$22.8K | 0.06% | 207 |
|
|
2023
Q2 | $470K | Sell |
2,989
-143
| -5% | -$22.5K | 0.06% | 220 |
|
|
2023
Q1 | $511K | Sell |
3,132
-1,085
| -26% | -$177K | 0.07% | 203 |
|
|
2022
Q4 | $757K | Sell |
4,217
-588
| -12% | -$106K | 0.11% | 156 |
|
|
2022
Q3 | $690K | Buy |
4,805
+323
| +7% | +$46.4K | 0.11% | 151 |
|
|
2022
Q2 | $649K | Buy |
4,482
+537
| +14% | +$77.8K | 0.11% | 158 |
|
|
2022
Q1 | $642K | Sell |
3,945
-6,892
| -64% | -$1.12M | 0.1% | 170 |
|
|
2021
Q4 | $1.27M | Buy |
10,837
+1,078
| +11% | +$127K | 0.19% | 110 |
|
|
2021
Q3 | $990K | Sell |
9,759
-360
| -4% | -$36.5K | 0.16% | 118 |
|
|
2021
Q2 | $1.06M | Sell |
10,119
-260
| -3% | -$27.2K | 0.18% | 105 |
|
|
2021
Q1 | $1.09M | Buy |
10,379
+579
| +6% | +$60.7K | 0.21% | 91 |
|
|
2020
Q4 | $828K | Sell |
9,800
-1,035
| -10% | -$87.4K | 0.18% | 96 |
|
|
2020
Q3 | $780K | Buy |
10,835
+662
| +7% | +$47.7K | 0.19% | 98 |
|
|
2020
Q2 | $908K | Buy |
10,173
+9,709
| +2,092% | +$867K | 0.28% | 71 |
|
|
2020
Q1 | $34K | Sell |
464
-292
| -39% | -$21.4K | 0.02% | 257 |
|
|
2019
Q4 | $92K | Sell |
756
-14
| -2% | -$1.7K | 0.04% | 199 |
|
|
2019
Q3 | $86K | Buy |
770
+40
| +5% | +$4.47K | 0.05% | 191 |
|
|
2019
Q2 | $90K | Sell |
730
-664
| -48% | -$81.9K | 0.05% | 186 |
|
|
2019
Q1 | $172K | Buy |
1,394
+351
| +34% | +$43.3K | 0.1% | 130 |
|
|
2018
Q4 | $113K | Sell |
1,043
-118
| -10% | -$12.8K | 0.08% | 136 |
|
|
2018
Q3 | $142K | Sell |
1,161
-160
| -12% | -$19.6K | 0.08% | 139 |
|
|
2018
Q2 | $167K | Sell |
1,321
-40
| -3% | -$5.06K | 0.1% | 140 |
|
|
2018
Q1 | $155K | Buy |
1,361
+57
| +4% | +$6.49K | 0.1% | 131 |
|
|
2017
Q4 | $163K | Sell |
1,304
-79
| -6% | -$9.88K | 0.11% | 129 |
|
|
2017
Q3 | $162K | Buy |
1,383
+9
| +0.7% | +$1.05K | 0.09% | 152 |
|
|
2017
Q2 | $143K | Sell |
1,374
-21,586
| -94% | -$2.25M | 0.09% | 156 |
|
|
2017
Q1 | $2.47M | Sell |
22,960
-65
| -0.3% | -$6.98K | 1.77% | 10 |
|
|
2016
Q4 | $2.71M | Buy |
+23,025
| New | +$2.71M | 2.21% | 7 |
|