Financial Partners Group (Tennessee)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
70,529
+44,711
| +173% | +$6.4M | 3.66% | 7 |
|
|
2025
Q1 | $4.32M | Sell |
25,818
-2,390
| -8% | -$400K | 1.87% | 18 |
|
|
2024
Q4 | $4.09M | Sell |
28,208
-5,481
| -16% | -$794K | 1.7% | 18 |
|
|
2024
Q3 | $4.96M | Sell |
33,689
-522
| -2% | -$76.9K | 1.86% | 18 |
|
|
2024
Q2 | $5.35M | Buy |
34,211
+210
| +0.6% | +$32.8K | 2.08% | 18 |
|
|
2024
Q1 | $5.36M | Buy |
34,001
+1,167
| +4% | +$184K | 2.08% | 19 |
|
|
2023
Q4 | $4.9M | Buy |
32,834
+1,105
| +3% | +$165K | 2.22% | 17 |
|
|
2023
Q3 | $5.35M | Buy |
31,729
+4,170
| +15% | +$703K | 2.57% | 16 |
|
|
2023
Q2 | $4.34M | Sell |
27,559
-4,381
| -14% | -$689K | 2.18% | 18 |
|
|
2023
Q1 | $5.21M | Buy |
31,940
+414
| +1% | +$67.5K | 2.73% | 15 |
|
|
2022
Q4 | $5.66M | Buy |
+31,526
| New | +$5.66M | 3.34% | 10 |
|