FA
Fiducient Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,338
| Closed | -$224K | – | 158 |
|
|
2025
Q1 | $224K | Sell |
1,338
-67
| -5% | -$11.2K | 0.03% | 147 |
|
|
2024
Q4 | $204K | Buy |
1,405
+33
| +2% | +$4.78K | 0.03% | 139 |
|
|
2024
Q3 | $202K | Sell |
1,372
-49
| -3% | -$7.22K | 0.02% | 139 |
|
|
2024
Q2 | $222K | Buy |
1,421
+37
| +3% | +$5.79K | 0.03% | 136 |
|
|
2024
Q1 | $218K | Sell |
1,384
-1,353
| -49% | -$213K | 0.04% | 123 |
|
|
2023
Q4 | $408K | Buy |
2,737
+1,395
| +104% | +$208K | 0.08% | 86 |
|
|
2023
Q3 | $226K | Buy |
+1,342
| New | +$226K | 0.01% | 102 |
|
|
2023
Q1 | – | Sell |
-2,060
| Closed | -$370K | – | 77 |
|
|
2022
Q4 | $370K | Sell |
2,060
-70
| -3% | -$12.6K | 0.11% | 118 |
|
|
2022
Q3 | $306K | Hold |
2,130
| – | – | 0.15% | 44 |
|
|
2022
Q2 | $308K | Sell |
2,130
-215
| -9% | -$31.1K | 0.12% | 65 |
|
|
2022
Q1 | $382K | Buy |
2,345
+315
| +16% | +$51.3K | 0.14% | 41 |
|
|
2021
Q4 | $238K | Buy |
+2,030
| New | +$238K | 0.07% | 54 |
|