Financial Connections 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 | $24K | Buy |
168
+31
| +23% | +$4.43K | 0.01% | 137 |
|
|
2025
Q1 | $21K | Buy |
137
+12
| +10% | +$1.84K | 0.01% | 132 |
|
|
2024
Q4 | $18K | Hold |
125
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $18K | Hold |
125
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $19K | Buy |
+125
| New | +$19K | 0.01% | 153 |
|
|
2024
Q1 | – | Sell |
-125
| Closed | -$18K | – | 181 |
|
|
2023
Q4 | $18K | Buy |
+125
| New | +$18K | 0.01% | 144 |
|
|
2023
Q3 | – | Sell |
-275
| Closed | -$43K | – | 144 |
|
|
2023
Q2 | $43K | Hold |
275
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $44K | Hold |
275
| – | – | 0.03% | 95 |
|
|
2022
Q4 | $49K | Hold |
275
| – | – | 0.04% | 89 |
|
|
2022
Q3 | $39K | Sell |
275
-292
| -51% | -$41.4K | 0.03% | 83 |
|
|
2022
Q2 | $82K | Buy |
567
+150
| +36% | +$21.7K | 0.07% | 80 |
|
|
2022
Q1 | $68K | Hold |
417
| – | – | 0.07% | 84 |
|
|
2021
Q4 | $49K | Buy |
+417
| New | +$49K | 0.05% | 107 |
|