DHJJ Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
1,058
+651
| +160% | +$93.2K | 0.05% | 202 |
|
|
2025
Q1 | $68.1K | Hold |
407
| – | – | 0.03% | 275 |
|
|
2024
Q4 | $59K | Hold |
407
| – | – | 0.02% | 286 |
|
|
2024
Q3 | $59.9K | Hold |
407
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $63.7K | Buy |
407
+201
| +98% | +$31.4K | 0.03% | 245 |
|
|
2024
Q1 | $32.5K | Hold |
206
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $30.7K | Hold |
206
| – | – | 0.01% | 318 |
|
|
2023
Q3 | $34.7K | Buy |
+206
| New | +$34.7K | 0.02% | 290 |
|