EFG
Embree Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
10,122
+202
| +2% | +$28.9K | 0.22% | 85 |
|
|
2025
Q1 | $1.66M | Buy |
9,920
+231
| +2% | +$38.6K | 0.28% | 73 |
|
|
2024
Q4 | $1.4M | Sell |
9,689
-814
| -8% | -$118K | 0.24% | 72 |
|
|
2024
Q3 | $1.55M | Buy |
10,503
+644
| +7% | +$94.8K | 0.28% | 65 |
|
|
2024
Q2 | $1.54M | Buy |
9,859
+331
| +3% | +$51.8K | 0.3% | 64 |
|
|
2024
Q1 | $1.5M | Buy |
9,528
+409
| +4% | +$64.5K | 0.29% | 68 |
|
|
2023
Q4 | $1.36M | Buy |
+9,119
| New | +$1.36M | 0.29% | 68 |
|