FPAS
Focus Partners Advisor Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Sell |
56,575
-473
| -0.8% | -$67.7K | 0.11% | 99 |
|
|
2025
Q1 | $9.54M | Buy |
57,048
+3,416
| +6% | +$571K | 0.15% | 83 |
|
|
2024
Q4 | $7.77M | Buy |
53,632
+10,642
| +25% | +$1.54M | 0.13% | 86 |
|
|
2024
Q3 | $6.33M | Buy |
42,990
+6,317
| +17% | +$930K | 0.13% | 82 |
|
|
2024
Q2 | $5.74M | Buy |
36,673
+2,483
| +7% | +$388K | 0.15% | 73 |
|
|
2024
Q1 | $5.39M | Buy |
34,190
+20,478
| +149% | +$3.23M | 0.16% | 76 |
|
|
2023
Q4 | $2.05M | Sell |
13,712
-5,963
| -30% | -$889K | 0.1% | 100 |
|
|
2023
Q3 | $3.32M | Buy |
19,675
+4,308
| +28% | +$726K | 0.16% | 67 |
|
|
2023
Q2 | $2.42M | Buy |
15,367
+2,448
| +19% | +$385K | 0.13% | 72 |
|
|
2023
Q1 | $2.11M | Sell |
12,919
-1,792
| -12% | -$292K | 0.14% | 69 |
|
|
2022
Q4 | $2.64M | Sell |
14,711
-9,913
| -40% | -$1.78M | 0.2% | 64 |
|
|
2022
Q3 | $3.54M | Buy |
24,624
+6,867
| +39% | +$987K | 0.21% | 57 |
|
|
2022
Q2 | $2.57M | Buy |
17,757
+2,614
| +17% | +$378K | 0.22% | 60 |
|
|
2022
Q1 | $2.47M | Buy |
+15,143
| New | +$2.47M | 0.25% | 59 |
|