Financial Network Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $119K | Buy |
+712
| New | +$119K | 0.04% | 152 |
|
|
2023
Q4 | – | Sell |
-1,271
| Closed | -$211K | – | 112 |
|
|
2023
Q3 | $211K | Hold |
1,271
| – | – | 0.1% | 99 |
|
|
2023
Q2 | $201K | Hold |
1,271
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $207K | Sell |
1,271
-21
| -2% | -$3.43K | 0.1% | 94 |
|
|
2022
Q4 | $232K | Buy |
+1,292
| New | +$232K | 0.13% | 88 |
|