FAG
Fortitude Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
4,432
-61
| -1% | -$8.74K | 0.36% | 53 |
|
|
2025
Q1 | $608K | Buy |
4,493
+278
| +7% | +$37.6K | 0.44% | 44 |
|
|
2024
Q4 | $611K | Sell |
4,215
-260
| -6% | -$37.7K | 0.37% | 52 |
|
|
2024
Q3 | $659K | Sell |
4,475
-22
| -0.5% | -$3.24K | 0.42% | 47 |
|
|
2024
Q2 | $703K | Sell |
4,497
-236
| -5% | -$36.9K | 0.42% | 43 |
|
|
2024
Q1 | $747K | Sell |
4,733
-3,771
| -44% | -$595K | 0.42% | 48 |
|
|
2023
Q4 | $1.27M | Sell |
8,504
-1,548
| -15% | -$231K | 0.77% | 22 |
|
|
2023
Q3 | $1.7M | Buy |
10,052
+1,649
| +20% | +$278K | 1.15% | 12 |
|
|
2023
Q2 | $1.32M | Sell |
8,403
-188
| -2% | -$29.6K | 0.97% | 16 |
|
|
2023
Q1 | $1.4M | Sell |
8,591
-81
| -0.9% | -$13.2K | 1.09% | 11 |
|
|
2022
Q4 | $1.56M | Buy |
8,672
+129
| +2% | +$23.2K | 1.32% | 10 |
|
|
2022
Q3 | $1.23M | Buy |
8,543
+1,095
| +15% | +$157K | 1.16% | 12 |
|
|
2022
Q2 | $1.08M | Sell |
7,448
-197
| -3% | -$28.5K | 0.99% | 17 |
|
|
2022
Q1 | $1.25M | Sell |
7,645
-512
| -6% | -$83.4K | 0.66% | 15 |
|
|
2021
Q4 | $957K | Buy |
+8,157
| New | +$957K | 0.48% | 32 |
|