FSA
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 |
|