FFA
Founders Financial Alliance’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
21,600
+388
| +2% | +$55.6K | 0.7% | 30 |
|
|
2025
Q1 | $3.55M | Buy |
21,212
+2,420
| +13% | +$405K | 0.86% | 25 |
|
|
2024
Q4 | $2.72M | Buy |
18,792
+1,880
| +11% | +$272K | 0.75% | 26 |
|
|
2024
Q3 | $2.49M | Sell |
16,912
-76
| -0.4% | -$11.2K | 0.69% | 30 |
|
|
2024
Q2 | $2.66M | Sell |
16,988
-96
| -0.6% | -$15K | 0.79% | 26 |
|
|
2024
Q1 | $2.69M | Sell |
17,084
-67
| -0.4% | -$10.6K | 0.81% | 27 |
|
|
2023
Q4 | $2.56M | Buy |
17,151
+161
| +0.9% | +$24K | 0.99% | 19 |
|
|
2023
Q3 | $2.86M | Sell |
16,990
-1,338
| -7% | -$226K | 1.25% | 14 |
|
|
2023
Q2 | $2.88M | Buy |
18,328
+5,209
| +40% | +$820K | 1.14% | 14 |
|
|
2023
Q1 | $2.18M | Sell |
13,119
-4,049
| -24% | -$672K | 1.09% | 23 |
|
|
2022
Q4 | $3.08M | Buy |
17,168
+41
| +0.2% | +$7.36K | 1.41% | 11 |
|
|
2022
Q3 | $2.46M | Buy |
17,127
+874
| +5% | +$126K | 1.25% | 10 |
|
|
2022
Q2 | $2.35M | Sell |
16,253
-780
| -5% | -$113K | 1.19% | 13 |
|
|
2022
Q1 | $2.77M | Buy |
17,033
+476
| +3% | +$77.5K | 1.23% | 12 |
|
|
2021
Q4 | $1.94M | Sell |
16,557
-150
| -0.9% | -$17.6K | 0.78% | 26 |
|
|
2021
Q3 | $1.69M | Buy |
16,707
+664
| +4% | +$67.3K | 0.79% | 27 |
|
|
2021
Q2 | $1.68M | Buy |
16,043
+727
| +5% | +$76.3K | 0.77% | 28 |
|
|
2021
Q1 | $1.65M | Buy |
15,316
+4,039
| +36% | +$436K | 0.81% | 25 |
|
|
2020
Q4 | $953K | Buy |
11,277
+1,022
| +10% | +$86.4K | 0.54% | 41 |
|
|
2020
Q3 | $742K | Buy |
+10,255
| New | +$742K | 0.44% | 46 |
|