Frazier 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 | $48.1K | Hold |
336
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $56.2K | Sell |
336
-126
| -27% | -$21.1K | 0.04% | 128 |
|
|
2024
Q4 | $66.2K | Sell |
462
-319
| -41% | -$45.7K | 0.05% | 113 |
|
|
2024
Q3 | $115K | Sell |
781
-272
| -26% | -$40.1K | 0.09% | 86 |
|
|
2024
Q2 | $165K | Sell |
1,053
-20
| -2% | -$3.13K | 0.13% | 67 |
|
|
2024
Q1 | $169K | Buy |
1,073
+261
| +32% | +$41.2K | 0.14% | 67 |
|
|
2023
Q4 | $121K | Buy |
+812
| New | +$121K | 0.11% | 72 |
|