CFP
Curran Financial Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
6,734
+51
| +0.8% | +$7.3K | 0.21% | 61 |
|
|
2025
Q1 | $1.12M | Buy |
6,683
+87
| +1% | +$14.6K | 0.27% | 46 |
|
|
2024
Q4 | $955K | Buy |
6,596
+222
| +3% | +$32.2K | 0.25% | 51 |
|
|
2024
Q3 | $939K | Sell |
6,374
-292
| -4% | -$43K | 0.27% | 51 |
|
|
2024
Q2 | $1.04M | Buy |
6,666
+186
| +3% | +$29.1K | 0.35% | 47 |
|
|
2024
Q1 | $1.02M | Sell |
6,480
-275
| -4% | -$43.4K | 0.36% | 49 |
|
|
2023
Q4 | $979K | Buy |
6,755
+43
| +0.6% | +$6.23K | 0.38% | 47 |
|
|
2023
Q3 | $1.13M | Buy |
6,712
+228
| +4% | +$38.4K | 0.49% | 38 |
|
|
2023
Q2 | $1.02M | Buy |
6,484
+232
| +4% | +$36.5K | 0.44% | 44 |
|
|
2023
Q1 | $1.02M | Buy |
6,252
+215
| +4% | +$35.1K | 0.48% | 36 |
|
|
2022
Q4 | $1.08M | Sell |
6,037
-387
| -6% | -$69.5K | 0.52% | 39 |
|
|
2022
Q3 | $923K | Buy |
6,424
+21
| +0.3% | +$3.02K | 0.47% | 33 |
|
|
2022
Q2 | $927K | Buy |
6,403
+2,873
| +81% | +$416K | 0.44% | 37 |
|
|
2022
Q1 | $575K | Sell |
3,530
-18
| -0.5% | -$2.93K | 0.24% | 53 |
|
|
2021
Q4 | $416K | Buy |
3,548
+429
| +14% | +$50.3K | 0.18% | 51 |
|
|
2021
Q3 | $315K | Buy |
3,119
+72
| +2% | +$7.27K | 0.16% | 46 |
|
|
2021
Q2 | $319K | Buy |
3,047
+150
| +5% | +$15.7K | 0.18% | 53 |
|
|
2021
Q1 | $304K | Hold |
2,897
| – | – | 0.22% | 49 |
|
|
2020
Q4 | $245K | Buy |
+2,897
| New | +$245K | 0.21% | 50 |
|