Financial Enhancement 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 | $205K | Buy |
+1,323
| New | +$205K | 0.03% | 127 |
|
|
2025
Q1 | – | Sell |
-1,300
| Closed | -$202K | – | 114 |
|
|
2024
Q4 | $202K | Sell |
1,300
-233
| -15% | -$36.2K | 0.03% | 116 |
|
|
2024
Q3 | $235K | Buy |
1,533
+186
| +14% | +$28.6K | 0.05% | 112 |
|
|
2024
Q2 | $206K | Buy |
1,347
+66
| +5% | +$10.1K | 0.03% | 114 |
|
|
2024
Q1 | $204K | Buy |
+1,281
| New | +$204K | 0.03% | 114 |
|
|
2023
Q4 | – | Sell |
-1,633
| Closed | -$270K | – | 114 |
|
|
2023
Q3 | $270K | Hold |
1,633
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $261K | Buy |
1,633
+100
| +7% | +$16K | 0.05% | 113 |
|
|
2023
Q1 | $235K | Buy |
1,533
+191
| +14% | +$29.3K | 0.05% | 112 |
|
|
2022
Q4 | $228K | Hold |
1,342
| – | – | 0.04% | 112 |
|
|
2022
Q3 | $193K | Buy |
1,342
+310
| +30% | +$44.6K | 0.04% | 100 |
|
|
2022
Q2 | $149K | Hold |
1,032
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $168K | Hold |
1,032
| – | – | 0.03% | 109 |
|
|
2021
Q4 | $121K | Hold |
1,032
| – | – | 0.02% | 119 |
|
|
2021
Q3 | $105K | Hold |
1,032
| – | – | 0.02% | 119 |
|
|
2021
Q2 | $108K | Hold |
1,032
| – | – | 0.02% | 106 |
|
|
2021
Q1 | $108K | Sell |
1,032
-146
| -12% | -$15.3K | 0.02% | 106 |
|
|
2020
Q4 | $99K | Buy |
1,178
+300
| +34% | +$25.2K | 0.02% | 116 |
|
|
2020
Q3 | $63K | Hold |
878
| – | – | 0.01% | 117 |
|
|
2020
Q2 | $78K | Sell |
878
-119
| -12% | -$10.6K | 0.02% | 117 |
|
|
2020
Q1 | $72K | Hold |
997
| – | – | 0.02% | 117 |
|
|
2019
Q4 | $120K | Hold |
997
| – | – | 0.03% | 96 |
|
|
2019
Q3 | $118K | Hold |
997
| – | – | 0.03% | 91 |
|
|
2019
Q2 | $124K | Hold |
997
| – | – | 0.04% | 99 |
|
|
2019
Q1 | $123K | Buy |
997
+119
| +14% | +$14.7K | 0.04% | 104 |
|
|
2018
Q4 | $107K | Hold |
878
| – | – | 0.03% | 103 |
|
|
2018
Q3 | $107K | Hold |
878
| – | – | 0.03% | 103 |
|
|
2018
Q2 | $111K | Hold |
878
| – | – | 0.04% | 96 |
|
|
2018
Q1 | $100K | Buy |
+878
| New | +$100K | 0.04% | 102 |
|