FVWA
Foster Victor Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
73,916
+5,238
| +8% | +$802K | 0.77% | 59 |
|
|
2025
Q1 | $9.31M | Buy |
68,678
+3,077
| +5% | +$417K | 0.75% | 60 |
|
|
2024
Q4 | $10.6M | Buy |
65,601
+4,861
| +8% | +$785K | 0.81% | 57 |
|
|
2024
Q3 | $9.09M | Buy |
60,740
+6,486
| +12% | +$971K | 0.73% | 62 |
|
|
2024
Q2 | $8.56M | Buy |
54,254
+51,947
| +2,252% | +$8.2M | 0.72% | 56 |
|
|
2024
Q1 | $373K | Sell |
2,307
-1,578
| -41% | -$255K | 0.03% | 124 |
|
|
2023
Q4 | $581K | Buy |
3,885
+1,219
| +46% | +$182K | 0.06% | 114 |
|
|
2023
Q3 | $433K | Sell |
2,666
-518
| -16% | -$84K | 0.05% | 109 |
|
|
2023
Q2 | $498K | Buy |
3,184
+576
| +22% | +$90K | 0.06% | 110 |
|
|
2023
Q1 | $441K | Buy |
2,608
+1,441
| +123% | +$244K | 0.05% | 112 |
|
|
2022
Q4 | $206K | Buy |
+1,167
| New | +$206K | 0.03% | 148 |
|
|
2022
Q2 | – | Sell |
-1,234
| Closed | -$203K | – | 141 |
|
|
2022
Q1 | $203K | Buy |
+1,234
| New | +$203K | 0.03% | 129 |
|