Florida Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
5,399
+69
| +1% | +$9.89K | 0.26% | 94 |
|
|
2025
Q1 | $889K | Buy |
5,330
+306
| +6% | +$51K | 0.35% | 63 |
|
|
2024
Q4 | $728K | Buy |
5,024
+441
| +10% | +$63.9K | 0.33% | 61 |
|
|
2024
Q3 | $675K | Buy |
4,583
+1,239
| +37% | +$182K | 0.35% | 60 |
|
|
2024
Q2 | $523K | Sell |
3,344
-619
| -16% | -$96.8K | 0.31% | 62 |
|
|
2024
Q1 | $625K | Buy |
3,963
+543
| +16% | +$85.7K | 0.46% | 45 |
|
|
2023
Q4 | $510K | Buy |
+3,420
| New | +$510K | 0.47% | 36 |
|