Fischer Financial Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$910K Sell
6,359
-977
-13% -$140K 0.27% 48
2025
Q1
$1.23M Sell
7,336
-1,914
-21% -$320K 0.4% 42
2024
Q4
$1.34M Buy
+9,250
New +$1.34M 0.42% 43