FA
Fiduciary Alliance’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
20,258
+4,000
| +25% | +$573K | 0.22% | 109 |
|
|
2025
Q1 | $2.72M | Sell |
16,258
-486
| -3% | -$81.3K | 0.27% | 87 |
|
|
2024
Q4 | $2.43M | Sell |
16,744
-4,800
| -22% | -$695K | 0.25% | 96 |
|
|
2024
Q3 | $3.17M | Sell |
21,544
-39,780
| -65% | -$5.86M | 0.42% | 62 |
|
|
2024
Q2 | $9.61M | Buy |
61,324
+4,183
| +7% | +$656K | 1.56% | 14 |
|
|
2024
Q1 | $9.09M | Sell |
57,141
-1,538
| -3% | -$245K | 1.6% | 17 |
|
|
2023
Q4 | $8.75M | Buy |
58,679
+5,806
| +11% | +$866K | 1.72% | 15 |
|
|
2023
Q3 | $8.92M | Buy |
52,873
+1,923
| +4% | +$324K | 2.06% | 12 |
|
|
2023
Q2 | $8.02M | Buy |
50,950
+7,880
| +18% | +$1.24M | 1.72% | 13 |
|
|
2023
Q1 | $7.03M | Buy |
43,070
+2,447
| +6% | +$399K | 1.76% | 16 |
|
|
2022
Q4 | $7.29M | Buy |
+40,623
| New | +$7.29M | 1.89% | 14 |
|