FAM
Flaharty Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.5K | Sell |
339
-150
| -31% | -$21.5K | 0.01% | 162 |
|
|
2025
Q1 | $81.8K | Buy |
+489
| New | +$81.8K | 0.01% | 176 |
|
|
2024
Q4 | – | Sell |
-1,313
| Closed | -$193K | – | 194 |
|
|
2024
Q3 | $193K | Hold |
1,313
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $205K | Buy |
+1,313
| New | +$205K | 0.03% | 114 |
|
|
2023
Q4 | – | Sell |
-374
| Closed | -$63.1K | – | 186 |
|
|
2023
Q3 | $63.1K | Buy |
+374
| New | +$63.1K | 0.01% | 178 |
|
|
2021
Q4 | – | Sell |
-2,200
| Closed | -$223K | – | 142 |
|
|
2021
Q3 | $223K | Buy |
2,200
+5
| +0.2% | +$507 | 0.05% | 123 |
|
|
2021
Q2 | $230K | Buy |
+2,195
| New | +$230K | 0.05% | 109 |
|