First National Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
26,295
+323
| +1% | +$46.2K | 0.55% | 53 |
|
|
2025
Q1 | $4.35M | Buy |
25,972
+121
| +0.5% | +$20.2K | 0.7% | 38 |
|
|
2024
Q4 | $3.74M | Sell |
25,851
-855
| -3% | -$124K | 0.61% | 44 |
|
|
2024
Q3 | $3.93M | Buy |
26,706
+1,243
| +5% | +$183K | 0.63% | 42 |
|
|
2024
Q2 | $3.98M | Buy |
25,463
+2,366
| +10% | +$370K | 0.73% | 37 |
|
|
2024
Q1 | $3.66M | Buy |
23,097
+5,708
| +33% | +$905K | 0.82% | 30 |
|
|
2023
Q4 | $2.59M | Buy |
17,389
+4,056
| +30% | +$605K | 0.75% | 43 |
|
|
2023
Q3 | $2.25M | Buy |
13,333
+8,423
| +172% | +$1.42M | 1% | 20 |
|
|
2023
Q2 | $772K | Buy |
4,910
+1,218
| +33% | +$192K | 0.71% | 49 |
|
|
2023
Q1 | $602K | Buy |
3,692
+333
| +10% | +$54.3K | 0.68% | 56 |
|
|
2022
Q4 | $603K | Buy |
3,359
+335
| +11% | +$60.1K | 0.77% | 50 |
|
|
2022
Q3 | $434K | Buy |
3,024
+468
| +18% | +$67.2K | 0.64% | 58 |
|
|
2022
Q2 | $370K | Buy |
+2,556
| New | +$370K | 0.77% | 51 |
|