FIC
Family Investment Center’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
1,697
+2
| +0.1% | +$286 | 0.06% | 81 |
|
|
2025
Q1 | $284K | Buy |
1,695
+1
| +0.1% | +$167 | 0.07% | 62 |
|
|
2024
Q4 | $245K | Buy |
1,694
+1
| +0.1% | +$145 | 0.06% | 78 |
|
|
2024
Q3 | $249K | Hold |
1,693
| – | – | 0.06% | 77 |
|
|
2024
Q2 | $265K | Hold |
1,693
| – | – | 0.08% | 73 |
|
|
2024
Q1 | $267K | Sell |
1,693
-39
| -2% | -$6.15K | 0.09% | 68 |
|
|
2023
Q4 | $258K | Buy |
1,732
+1
| +0.1% | +$149 | 0.13% | 56 |
|
|
2023
Q3 | $292K | Hold |
1,731
| – | – | 0.18% | 43 |
|
|
2023
Q2 | $272K | Buy |
1,731
+101
| +6% | +$15.9K | 0.17% | 40 |
|
|
2023
Q1 | $266K | Sell |
1,630
-60
| -4% | -$9.79K | 0.18% | 39 |
|
|
2022
Q4 | $303K | Buy |
+1,690
| New | +$303K | 0.22% | 36 |
|