FS
Ferguson Shapiro’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
2,992
-96
| -3% | -$13.7K | 0.14% | 40 |
|
|
2025
Q1 | $517K | Buy |
3,088
+108
| +4% | +$18.1K | 0.19% | 37 |
|
|
2024
Q4 | $432K | Buy |
2,980
+8
| +0.3% | +$1.16K | 0.16% | 42 |
|
|
2024
Q3 | $438K | Buy |
2,972
+268
| +10% | +$39.5K | 0.16% | 38 |
|
|
2024
Q2 | $423K | Sell |
2,704
-2
| -0.1% | -$313 | 0.17% | 41 |
|
|
2024
Q1 | $427K | Buy |
2,706
+5
| +0.2% | +$789 | 0.2% | 28 |
|
|
2023
Q4 | $403K | Buy |
2,701
+90
| +3% | +$13.4K | 0.19% | 25 |
|
|
2023
Q3 | $440K | Buy |
2,611
+1,046
| +67% | +$176K | 0.24% | 19 |
|
|
2023
Q2 | $246K | Buy |
1,565
+3
| +0.2% | +$472 | 0.16% | 24 |
|
|
2023
Q1 | $255K | Buy |
1,562
+7
| +0.5% | +$1.14K | 0.22% | 25 |
|
|
2022
Q4 | $279K | Buy |
1,555
+5
| +0.3% | +$897 | 0.2% | 30 |
|
|
2022
Q3 | $223K | Hold |
1,550
| – | – | 0.13% | 41 |
|
|
2022
Q2 | $224K | Hold |
1,550
| – | – | 0.14% | 35 |
|
|
2022
Q1 | $252K | Buy |
+1,550
| New | +$252K | 0.12% | 29 |
|