Financial Planners of Cleveland’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,895
Closed -$309K 9
2022
Q1
$309K Sell
1,895
-2,775
-59% -$452K 0.13% 45
2021
Q4
$552K Buy
+4,670
New +$552K 0.22% 36