Fi3 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 | $242K | Buy |
1,690
+109
| +7% | +$15.6K | 0.09% | 129 |
|
|
2025
Q1 | $264K | Sell |
1,581
-272
| -15% | -$45.5K | 0.11% | 92 |
|
|
2024
Q4 | $268K | Sell |
1,853
-374
| -17% | -$54.2K | 0.1% | 88 |
|
|
2024
Q3 | $328K | Buy |
2,227
+357
| +19% | +$52.6K | 0.13% | 64 |
|
|
2024
Q2 | $292K | Sell |
1,870
-189
| -9% | -$29.6K | 0.13% | 58 |
|
|
2024
Q1 | $330K | Buy |
2,059
+435
| +27% | +$69.7K | 0.15% | 51 |
|
|
2023
Q4 | $242K | Sell |
1,624
-454
| -22% | -$67.7K | 0.12% | 62 |
|
|
2023
Q3 | $350K | Buy |
2,078
+244
| +13% | +$41.1K | 0.19% | 50 |
|
|
2023
Q2 | $289K | Buy |
1,834
+4
| +0.2% | +$629 | 0.15% | 52 |
|
|
2023
Q1 | $299K | Sell |
1,830
-26
| -1% | -$4.24K | 0.16% | 53 |
|
|
2022
Q4 | $333K | Buy |
+1,856
| New | +$333K | 0.19% | 44 |
|