Fi3 Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $333K | Buy |
|