Fiduciary Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
4,620
+366
| +9% | +$53.3K | 0.12% | 111 |
|
|
2025
Q1 | $574K | Sell |
4,254
-529
| -11% | -$71.4K | 0.13% | 111 |
|
|
2024
Q4 | $733K | Buy |
4,783
+127
| +3% | +$19.5K | 0.16% | 89 |
|
|
2024
Q3 | $693K | Buy |
4,656
+1,931
| +71% | +$287K | 0.16% | 85 |
|
|
2024
Q2 | $430K | Buy |
+2,725
| New | +$430K | 0.1% | 118 |
|