Financial Advisory Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
20,289
+1,225
| +6% | +$175K | 0.91% | 41 |
|
|
2025
Q1 | $3.19M | Sell |
19,064
-251
| -1% | -$42K | 1.07% | 40 |
|
|
2024
Q4 | $2.8M | Sell |
19,315
-332
| -2% | -$48.1K | 0.93% | 41 |
|
|
2024
Q3 | $2.89M | Sell |
19,647
-345
| -2% | -$50.8K | 0.96% | 43 |
|
|
2024
Q2 | $3.13M | Sell |
19,992
-455
| -2% | -$71.2K | 1.17% | 38 |
|
|
2024
Q1 | $3.23M | Sell |
20,447
-3,001
| -13% | -$473K | 1.25% | 40 |
|
|
2023
Q4 | $3.5M | Buy |
23,448
+611
| +3% | +$91.1K | 1.27% | 43 |
|
|
2023
Q3 | $3.85M | Buy |
22,837
+376
| +2% | +$63.4K | 1.55% | 22 |
|
|
2023
Q2 | $3.53M | Buy |
22,461
+35
| +0.2% | +$5.51K | 1.36% | 40 |
|
|
2023
Q1 | $3.66M | Buy |
22,426
+3,365
| +18% | +$549K | 1.45% | 32 |
|
|
2022
Q4 | $3.42M | Buy |
19,061
+6,268
| +49% | +$1.13M | 1.41% | 37 |
|
|
2022
Q3 | $1.84M | Buy |
12,793
+6,570
| +106% | +$944K | 0.8% | 47 |
|
|
2022
Q2 | $901K | Buy |
+6,223
| New | +$901K | 0.37% | 53 |
|