FPTW

Franklin, Parlapiano, Turner & Welch’s Chevron CVX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,503	Closed	-$251K	–	52
2025 Q1	$251K	Hold	1,503	–	–	0.07%	48
2024 Q4	$218K	Sell	1,503 -377	-20%	-$54.6K	0.06%	48
2024 Q3	$277K	Hold	1,880	–	–	0.07%	46
2024 Q2	$294K	Hold	1,880	–	–	0.08%	45
2024 Q1	$297K	Hold	1,880	–	–	0.08%	44
2023 Q4	$280K	Hold	1,880	–	–	0.08%	46
2023 Q3	$317K	Hold	1,880	–	–	0.1%	45
2023 Q2	$296K	Sell	1,880 -375	-17%	-$59K	0.09%	42
2023 Q1	$368K	Hold	2,255	–	–	0.12%	39
2022 Q4	$405K	Hold	2,255	–	–	0.13%	39
2022 Q3	$324K	Hold	2,255	–	–	0.12%	40
2022 Q2	$326K	Sell	2,255 -688	-23%	-$99.5K	0.11%	39
2022 Q1	$479K	Sell	2,943 -1,783	-38%	-$290K	0.14%	37
2021 Q4	$555K	Sell	4,726 -475	-9%	-$55.8K	0.16%	37
2021 Q3	$528K	Sell	5,201 -2,561	-33%	-$260K	0.17%	37
2021 Q2	$813K	Buy	7,762 +376	+5%	+$39.4K	0.25%	34
2021 Q1	$774K	Hold	7,386	–	–	0.26%	34
2020 Q4	$624K	Sell	7,386 -198	-3%	-$16.7K	0.23%	36
2020 Q3	$546K	Sell	7,584 -1,940	-20%	-$140K	0.22%	35
2020 Q2	$850K	Buy	+9,524	New	+$850K	0.35%	34
2017 Q2	–	Sell	-406	Closed	-$44K	–	63
2017 Q1	$44K	Hold	406	–	–	0.02%	76
2016 Q4	$48K	Hold	406	–	–	0.02%	73
2016 Q3	$42K	Hold	406	–	–	0.02%	78
2016 Q2	$43K	Sell	406 -1,600	-80%	-$169K	0.02%	70
2016 Q1	$191K	Hold	2,006	–	–	0.11%	46
2015 Q4	$180K	Hold	2,006	–	–	0.11%	47
2015 Q3	$158K	Buy	+2,006	New	+$158K	0.1%	47
2014 Q2	–	Sell	-1,747	Closed	-$208K	–	45
2014 Q1	$208K	Buy	1,747 +75	+4%	+$8.93K	0.15%	45
2013 Q4	$209K	Buy	+1,672	New	+$209K	0.14%	46