FMB Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
8,423
+208
| +3% | +$29.8K | 0.57% | 31 |
|
|
2025
Q1 | $1.37M | Buy |
8,215
+3,892
| +90% | +$651K | 0.76% | 26 |
|
|
2024
Q4 | $626K | Sell |
4,323
-20
| -0.5% | -$2.9K | 0.35% | 43 |
|
|
2024
Q3 | $640K | Sell |
4,343
-1
| -0% | -$147 | 0.36% | 41 |
|
|
2024
Q2 | $679K | Sell |
4,344
-6
| -0.1% | -$939 | 0.52% | 37 |
|
|
2024
Q1 | $686K | Sell |
4,350
-294
| -6% | -$46.4K | 0.55% | 34 |
|
|
2023
Q4 | $693K | Buy |
4,644
+2,004
| +76% | +$299K | 0.63% | 30 |
|
|
2023
Q3 | $445K | Buy |
2,640
+826
| +46% | +$139K | 0.48% | 35 |
|
|
2023
Q2 | $285K | Buy |
1,814
+574
| +46% | +$90.3K | 0.3% | 42 |
|
|
2023
Q1 | $202K | Sell |
1,240
-260
| -17% | -$42.4K | 0.24% | 50 |
|
|
2022
Q4 | $269K | Buy |
+1,500
| New | +$269K | 0.35% | 39 |
|