First Citizens Financial Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,360
| Closed | -$228K | – | 125 |
|
|
2025
Q1 | $228K | Buy |
+1,360
| New | +$228K | 0.13% | 113 |
|
|
2024
Q4 | – | Sell |
-2,028
| Closed | -$299K | – | 123 |
|
|
2024
Q3 | $299K | Sell |
2,028
-10
| -0.5% | -$1.47K | 0.16% | 91 |
|
|
2024
Q2 | $319K | Sell |
2,038
-128
| -6% | -$20K | 0.19% | 86 |
|
|
2024
Q1 | $342K | Buy |
2,166
+46
| +2% | +$7.26K | 0.2% | 83 |
|
|
2023
Q4 | $316K | Hold |
2,120
| – | – | 0.2% | 84 |
|
|
2023
Q3 | $357K | Hold |
2,120
| – | – | 0.25% | 74 |
|
|
2023
Q2 | $334K | Buy |
+2,120
| New | +$334K | 0.23% | 80 |
|
|
2022
Q4 | $327K | Buy |
1,820
+400
| +28% | +$71.9K | 0.28% | 67 |
|
|
2022
Q3 | $204K | Sell |
1,420
-400
| -22% | -$57.5K | 0.2% | 87 |
|
|
2022
Q2 | $263K | Hold |
1,820
| – | – | 0.23% | 81 |
|
|
2022
Q1 | $296K | Hold |
1,820
| – | – | 0.22% | 81 |
|
|
2021
Q4 | $214K | Buy |
+1,820
| New | +$214K | 0.16% | 104 |
|
|
2021
Q3 | – | Sell |
-2,036
| Closed | -$213K | – | 103 |
|
|
2021
Q2 | $213K | Sell |
2,036
-225
| -10% | -$23.5K | 0.16% | 110 |
|
|
2021
Q1 | $237K | Sell |
2,261
-234
| -9% | -$24.5K | 0.19% | 96 |
|
|
2020
Q4 | $211K | Sell |
2,495
-398
| -14% | -$33.7K | 0.18% | 101 |
|
|
2020
Q3 | $208K | Buy |
2,893
+3
| +0.1% | +$216 | 0.21% | 96 |
|
|
2020
Q2 | $258K | Sell |
2,890
-906
| -24% | -$80.9K | 0.27% | 76 |
|
|
2020
Q1 | $275K | Sell |
3,796
-558
| -13% | -$40.4K | 0.36% | 57 |
|
|
2019
Q4 | $525K | Buy |
+4,354
| New | +$525K | 0.52% | 39 |
|