Financial Gravity Asset Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$781K	Buy	3,774 +3,353	+796%	+$611K	0.14%	85
2025 Q4	$64.2K	Sell	421 -20	-5%	-$3.05K	0.01%	229
2025 Q3	$68.6K	Buy	+441	New	+$68.3K	0.01%	261
2025 Q1	$604K	Buy	+3,613	New	+$566K	0.13%	89
2024 Q2	$13K	Sell	83 -303	-78%	-$48.3K	﹤0.01%	442
2024 Q1	$59.8K	Sell	386 -430	-53%	-$64.9K	0.01%	352
2023 Q4	$635K	Buy	816 +147	+22%	+$22.2K	0.01%	437
2023 Q3	$613K	Buy	669 +455	+213%	+$73.5K	0.01%	425
2023 Q2	$21.7K	Buy	214 +51	+31%	+$8.18K	0.06%	139
2023 Q1	$11.6K	Sell	163 -16	-9%	-$2.68K	0.36%	53
2022 Q4	$14.9K	Sell	179 -3,277	-95%	-$572K	0.08%	157
2022 Q3	$12K	Sell	3,456 -2,489	-42%	-$380K	0.41%	44
2022 Q2	$12.4K	Buy	5,945 +2,196	+59%	+$363K	0.39%	49
2022 Q1	$9.22K	Buy	3,749 +3,515	+1,502%	+$504K	0.26%	87
2021 Q4	$136	Buy	234 +233	+23,300%	+$26.5K	﹤0.01%	656
2021 Q3	$101K	Sell	1 -105	-99%	-$10.5K	0.05%	350
2021 Q2	$116K	Buy	106 +105	+10,500%	+$11.1K	0.04%	311
2021 Q1	$122	Hold	1	–	–	﹤0.01%	499
2020 Q4	$0	Buy	+1	New	+$81	﹤0.01%	547
2020 Q2	–	Sell	-166	Closed	-$10.1K	–	201
2020 Q1	$10.1K	Sell	166 -92	-36%	-$9.09K	0.03%	206
2019 Q4	$139K	Buy	258 +106	+70%	+$12.5K	0.1%	209
2019 Q3	$18K	Sell	152 -24	-14%	-$2.92K	0.02%	475
2019 Q2	$22K	Buy	176 +36	+26%	+$4.35K	0.02%	466
2019 Q1	$18K	Buy	+140	New	+$16.6K	0.01%	455
2018 Q3	$38K	Sell	343 -45	-12%	-$5.46K	0.04%	388
2018 Q2	$48K	Buy	388 +48	+14%	+$5.96K	0.05%	336
2018 Q1	$43K	Buy	+340	New	+$40.6K	0.04%	348