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Financial Security Advisor’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,491
-55
-2% -$7.88K 0.08% 89
2025
Q1
$426K Buy
2,546
+27
+1% +$4.52K 0.11% 72
2024
Q4
$365K Hold
2,519
0.09% 74
2024
Q3
$371K Buy
2,519
+212
+9% +$31.2K 0.09% 73
2024
Q2
$361K Sell
2,307
-10
-0.4% -$1.57K 0.12% 73
2024
Q1
$366K Buy
2,317
+12
+0.5% +$1.89K 0.13% 72
2023
Q4
$344K Buy
2,305
+42
+2% +$6.27K 0.14% 73
2023
Q3
$382K Buy
+2,263
New +$382K 0.18% 62