FBFS
First Business Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
5,807
-15
| -0.3% | -$2.15K | 0.08% | 92 |
|
|
2025
Q1 | $974K | Buy |
5,822
+193
| +3% | +$32.3K | 0.1% | 83 |
|
|
2024
Q4 | $815K | Buy |
5,629
+508
| +10% | +$73.6K | 0.08% | 89 |
|
|
2024
Q3 | $754K | Sell |
5,121
-26
| -0.5% | -$3.83K | 0.08% | 92 |
|
|
2024
Q2 | $805K | Sell |
5,147
-422
| -8% | -$66K | 0.09% | 84 |
|
|
2024
Q1 | $878K | Sell |
5,569
-31
| -0.6% | -$4.89K | 0.09% | 79 |
|
|
2023
Q4 | $835K | Sell |
5,600
-177
| -3% | -$26.4K | 0.1% | 82 |
|
|
2023
Q3 | $974K | Buy |
5,777
+148
| +3% | +$25K | 0.12% | 77 |
|
|
2023
Q2 | $886K | Sell |
5,629
-188
| -3% | -$29.6K | 0.11% | 81 |
|
|
2023
Q1 | $949K | Buy |
5,817
+55
| +1% | +$8.97K | 0.12% | 77 |
|
|
2022
Q4 | $1.03M | Buy |
5,762
+95
| +2% | +$17K | 0.14% | 72 |
|
|
2022
Q3 | $814K | Buy |
5,667
+931
| +20% | +$134K | 0.12% | 77 |
|
|
2022
Q2 | $686K | Buy |
4,736
+58
| +1% | +$8.4K | 0.09% | 86 |
|
|
2022
Q1 | $762K | Buy |
4,678
+153
| +3% | +$24.9K | 0.08% | 87 |
|
|
2021
Q4 | $531K | Hold |
4,525
| – | – | 0.06% | 103 |
|
|
2021
Q3 | $459K | Buy |
4,525
+330
| +8% | +$33.5K | 0.05% | 109 |
|
|
2021
Q2 | $439K | Buy |
4,195
+196
| +5% | +$20.5K | 0.05% | 108 |
|
|
2021
Q1 | $419K | Hold |
3,999
| – | – | 0.06% | 100 |
|
|
2020
Q4 | $338K | Sell |
3,999
-148
| -4% | -$12.5K | 0.05% | 103 |
|
|
2020
Q3 | $299K | Sell |
4,147
-400
| -9% | -$28.8K | 0.05% | 100 |
|
|
2020
Q2 | $406K | Sell |
4,547
-400
| -8% | -$35.7K | 0.07% | 80 |
|
|
2020
Q1 | $358K | Sell |
4,947
-2,684
| -35% | -$194K | 0.07% | 81 |
|
|
2019
Q4 | $920K | Sell |
7,631
-134
| -2% | -$16.2K | 0.15% | 39 |
|
|
2019
Q3 | $921K | Sell |
7,765
-96
| -1% | -$11.4K | 0.16% | 37 |
|
|
2019
Q2 | $978K | Sell |
7,861
-54
| -0.7% | -$6.72K | 0.17% | 28 |
|
|
2019
Q1 | $975K | Hold |
7,915
| – | – | 0.17% | 28 |
|
|
2018
Q4 | $861K | Buy |
7,915
+2,970
| +60% | +$323K | 0.15% | 40 |
|
|
2018
Q3 | $605K | Hold |
4,945
| – | – | 0.1% | 78 |
|
|
2018
Q2 | $625K | Buy |
4,945
+190
| +4% | +$24K | 0.11% | 59 |
|
|
2018
Q1 | $542K | Sell |
4,755
-1,097
| -19% | -$125K | 0.1% | 61 |
|
|
2017
Q4 | $733K | Buy |
5,852
+408
| +7% | +$51.1K | 0.13% | 45 |
|
|
2017
Q3 | $640K | Buy |
5,444
+154
| +3% | +$18.1K | 0.13% | 32 |
|
|
2017
Q2 | $552K | Sell |
5,290
-212
| -4% | -$22.1K | 0.11% | 34 |
|
|
2017
Q1 | $591K | Buy |
5,502
+452
| +9% | +$48.6K | 0.12% | 23 |
|
|
2016
Q4 | $594K | Buy |
5,050
+560
| +12% | +$65.9K | 0.14% | 23 |
|
|
2016
Q3 | $462K | Hold |
4,490
| – | – | 0.11% | 38 |
|
|
2016
Q2 | $471K | Hold |
4,490
| – | – | 0.12% | 25 |
|
|
2016
Q1 | $428K | Buy |
+4,490
| New | +$428K | 0.12% | 50 |
|
|
2013
Q4 | – | Sell |
-2,082
| Closed | -$253K | – | 52 |
|
|
2013
Q3 | $253K | Sell |
2,082
-162
| -7% | -$19.7K | 0.13% | 19 |
|
|
2013
Q2 | $266K | Buy |
+2,244
| New | +$266K | 0.16% | 21 |
|