FCA
FLC Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Buy |
47,252
+1,349
| +3% | +$193K | 1.4% | 18 |
|
|
2025
Q1 | $7.68M | Buy |
45,903
+115
| +0.3% | +$19.2K | 1.72% | 13 |
|
|
2024
Q4 | $6.63M | Sell |
45,788
-1,234
| -3% | -$179K | 1.53% | 16 |
|
|
2024
Q3 | $6.92M | Buy |
47,022
+14
| +0% | +$2.06K | 1.6% | 16 |
|
|
2024
Q2 | $7.35M | Sell |
47,008
-525
| -1% | -$82.1K | 1.81% | 14 |
|
|
2024
Q1 | $7.5M | Buy |
47,533
+456
| +1% | +$71.9K | 1.89% | 13 |
|
|
2023
Q4 | $7.02M | Buy |
47,077
+23,714
| +102% | +$3.54M | 1.89% | 13 |
|
|
2023
Q3 | $3.94M | Buy |
23,363
+110
| +0.5% | +$18.5K | 1.19% | 23 |
|
|
2023
Q2 | $3.66M | Sell |
23,253
-50
| -0.2% | -$7.87K | 1.07% | 23 |
|
|
2023
Q1 | $3.8M | Sell |
23,303
-130
| -0.6% | -$21.2K | 1.16% | 23 |
|
|
2022
Q4 | $4.21M | Buy |
23,433
+1,085
| +5% | +$195K | 1.31% | 20 |
|
|
2022
Q3 | $3.21M | Sell |
22,348
-358
| -2% | -$51.4K | 1.12% | 23 |
|
|
2022
Q2 | $3.29M | Sell |
22,706
-604
| -3% | -$87.4K | 1.1% | 22 |
|
|
2022
Q1 | $3.8M | Buy |
23,310
+2,417
| +12% | +$394K | 1.07% | 24 |
|
|
2021
Q4 | $2.45M | Buy |
20,893
+452
| +2% | +$53K | 0.68% | 38 |
|
|
2021
Q3 | $2.07M | Buy |
20,441
+2,586
| +14% | +$262K | 0.61% | 43 |
|
|
2021
Q2 | $1.87M | Buy |
17,855
+150
| +0.8% | +$15.7K | 0.55% | 52 |
|
|
2021
Q1 | $1.86M | Buy |
17,705
+400
| +2% | +$41.9K | 0.58% | 51 |
|
|
2020
Q4 | $1.46M | Buy |
17,305
+1,715
| +11% | +$145K | 0.49% | 54 |
|
|
2020
Q3 | $1.12M | Buy |
15,590
+432
| +3% | +$31K | 0.41% | 55 |
|
|
2020
Q2 | $1.34M | Sell |
15,158
-3,315
| -18% | -$294K | 0.53% | 47 |
|
|
2020
Q1 | $1.41M | Buy |
18,473
+8,318
| +82% | +$633K | 0.65% | 27 |
|
|
2019
Q4 | $1.22M | Sell |
10,155
-269
| -3% | -$32.4K | 0.49% | 32 |
|
|
2019
Q3 | $1.24M | Hold |
10,424
| – | – | 0.52% | 29 |
|
|
2019
Q2 | $1.29M | Buy |
10,424
+3,374
| +48% | +$417K | 0.53% | 31 |
|
|
2019
Q1 | $868K | Buy |
7,050
+611
| +9% | +$75.2K | 0.39% | 42 |
|
|
2018
Q4 | $700K | Buy |
+6,439
| New | +$700K | 0.47% | 40 |
|