Fortune 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 | $1.01M | Buy |
7,063
+151
| +2% | +$21.6K | 0.81% | 38 |
|
|
2025
Q1 | $1.16M | Buy |
6,912
+432
| +7% | +$72.3K | 1% | 33 |
|
|
2024
Q4 | $939K | Buy |
6,480
+280
| +5% | +$40.6K | 0.85% | 38 |
|
|
2024
Q3 | $913K | Sell |
6,200
-6,149
| -50% | -$906K | 0.83% | 41 |
|
|
2024
Q2 | $1.93M | Sell |
12,349
-805
| -6% | -$126K | 1.18% | 25 |
|
|
2024
Q1 | $2.07M | Sell |
13,154
-2,006
| -13% | -$316K | 1.31% | 23 |
|
|
2023
Q4 | $2.26M | Sell |
15,160
-335
| -2% | -$50K | 1.58% | 19 |
|
|
2023
Q3 | $2.61M | Buy |
15,495
+175
| +1% | +$29.5K | 2% | 13 |
|
|
2023
Q2 | $2.41M | Buy |
+15,320
| New | +$2.41M | 1.81% | 14 |
|