Fairfield 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 | – | Sell |
-1,710
| Closed | -$286K | – | 72 |
|
|
2025
Q1 | $286K | Sell |
1,710
-399
| -19% | -$66.8K | 0.11% | 61 |
|
|
2024
Q4 | $305K | Sell |
2,109
-1,061
| -33% | -$154K | 0.11% | 56 |
|
|
2024
Q3 | $467K | Sell |
3,170
-608
| -16% | -$89.6K | 0.16% | 52 |
|
|
2024
Q2 | $591K | Buy |
+3,778
| New | +$591K | 0.17% | 47 |
|
|
2023
Q4 | $471K | Buy |
3,158
+1,396
| +79% | +$208K | 0.18% | 51 |
|
|
2023
Q3 | $297K | Buy |
1,762
+282
| +19% | +$47.5K | 0.13% | 54 |
|
|
2023
Q2 | $233K | Buy |
1,480
+655
| +79% | +$103K | 0.09% | 66 |
|
|
2023
Q1 | $134K | Buy |
+825
| New | +$134K | 0.06% | 84 |
|