Fiduciary Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,879
-17
| -0.9% | -$2.43K | 0.09% | 68 |
|
|
2025
Q1 | $317K | Buy |
1,896
+1
| +0.1% | +$167 | 0.1% | 62 |
|
|
2024
Q4 | $275K | Sell |
1,895
-4
| -0.2% | -$579 | 0.09% | 67 |
|
|
2024
Q3 | $280K | Buy |
1,899
+19
| +1% | +$2.8K | 0.09% | 56 |
|
|
2024
Q2 | $294K | Buy |
1,880
+1
| +0.1% | +$156 | 0.11% | 52 |
|
|
2024
Q1 | $296K | Hold |
1,879
| – | – | 0.11% | 47 |
|
|
2023
Q4 | $280K | Buy |
1,879
+1
| +0.1% | +$149 | 0.12% | 45 |
|
|
2023
Q3 | $317K | Buy |
1,878
+44
| +2% | +$7.42K | 0.15% | 54 |
|
|
2023
Q2 | $289K | Hold |
1,834
| – | – | 0.13% | 38 |
|
|
2023
Q1 | $299K | Hold |
1,834
| – | – | 0.14% | 37 |
|
|
2022
Q4 | $329K | Buy |
1,834
+6
| +0.3% | +$1.08K | 0.16% | 36 |
|
|
2022
Q3 | $263K | Sell |
1,828
-13
| -0.7% | -$1.87K | 0.14% | 33 |
|
|
2022
Q2 | $267K | Buy |
1,841
+12
| +0.7% | +$1.74K | 0.13% | 36 |
|
|
2022
Q1 | $298K | Sell |
1,829
-130
| -7% | -$21.2K | 0.16% | 36 |
|
|
2021
Q4 | $230K | Buy |
+1,959
| New | +$230K | 0.13% | 47 |
|
|
2021
Q3 | – | Sell |
-2,039
| Closed | -$214K | – | 70 |
|
|
2021
Q2 | $214K | Buy |
2,039
+100
| +5% | +$10.5K | 0.18% | 60 |
|
|
2021
Q1 | $203K | Hold |
1,939
| – | – | 0.31% | 40 |
|
|
2020
Q4 | $164K | Buy |
1,939
+839
| +76% | +$71K | 0.23% | 52 |
|
|
2020
Q3 | $79K | Buy |
+1,100
| New | +$79K | 0.13% | 59 |
|