Elser Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
2,337
-131
| -5% | -$18.8K | 0.42% | 45 |
|
|
2025
Q1 | $413K | Buy |
2,468
+82
| +3% | +$13.7K | 0.57% | 35 |
|
|
2024
Q4 | $346K | Buy |
2,386
+48
| +2% | +$6.95K | 0.02% | 74 |
|
|
2024
Q3 | $344K | Buy |
2,338
+78
| +3% | +$11.5K | 0.5% | 38 |
|
|
2024
Q2 | $354K | Buy |
+2,260
| New | +$354K | 0.06% | 71 |
|