FRG Family Wealth 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 | $1.24M | Hold |
8,667
| – | – | 0.22% | 74 |
|
|
2025
Q1 | $1.45M | Sell |
8,667
-980
| -10% | -$164K | 0.28% | 57 |
|
|
2024
Q4 | $1.4M | Hold |
9,647
| – | – | 0.25% | 60 |
|
|
2024
Q3 | $1.42M | Hold |
9,647
| – | – | 0.25% | 62 |
|
|
2024
Q2 | $1.38M | Sell |
9,647
-164
| -2% | -$23.5K | 0.27% | 59 |
|
|
2024
Q1 | $1.58M | Buy |
9,811
+165
| +2% | +$26.6K | 0.31% | 53 |
|
|
2023
Q4 | $1.44M | Sell |
9,646
-57
| -0.6% | -$8.5K | 0.29% | 56 |
|
|
2023
Q3 | $1.64M | Sell |
9,703
-358
| -4% | -$60.4K | 0.37% | 50 |
|
|
2023
Q2 | $1.58M | Buy |
10,061
+177
| +2% | +$27.9K | 0.35% | 52 |
|
|
2023
Q1 | $1.61M | Buy |
9,884
+250
| +3% | +$40.8K | 0.37% | 52 |
|
|
2022
Q4 | $1.73M | Buy |
9,634
+25
| +0.3% | +$4.49K | 0.41% | 45 |
|
|
2022
Q3 | $1.38M | Buy |
9,609
+1,165
| +14% | +$167K | 0.34% | 54 |
|
|
2022
Q2 | $1.22M | Buy |
8,444
+460
| +6% | +$66.6K | 0.28% | 63 |
|
|
2022
Q1 | $1.3M | Buy |
7,984
+200
| +3% | +$32.6K | 0.25% | 61 |
|
|
2021
Q4 | $913K | Buy |
7,784
+417
| +6% | +$48.9K | 0.17% | 79 |
|
|
2021
Q3 | $747K | Sell |
7,367
-628
| -8% | -$63.7K | 0.15% | 87 |
|
|
2021
Q2 | $837K | Hold |
7,995
| – | – | 0.16% | 87 |
|
|
2021
Q1 | $838K | Buy |
7,995
+75
| +0.9% | +$7.86K | 0.17% | 79 |
|
|
2020
Q4 | $669K | Sell |
7,920
-2,094
| -21% | -$177K | 0.15% | 86 |
|
|
2020
Q3 | $721K | Sell |
10,014
-110
| -1% | -$7.92K | 0.18% | 81 |
|
|
2020
Q2 | $903K | Sell |
10,124
-2,030
| -17% | -$181K | 0.24% | 72 |
|
|
2020
Q1 | $881K | Sell |
12,154
-2,400
| -16% | -$174K | 0.27% | 63 |
|
|
2019
Q4 | $1.75M | Sell |
14,554
-331
| -2% | -$39.9K | 0.42% | 53 |
|
|
2019
Q3 | $1.77M | Sell |
14,885
-2,435
| -14% | -$289K | 0.46% | 52 |
|
|
2019
Q2 | $2.16M | Sell |
17,320
-1,560
| -8% | -$194K | 0.57% | 48 |
|
|
2019
Q1 | $2.33M | Sell |
18,880
-411
| -2% | -$50.6K | 0.66% | 48 |
|
|
2018
Q4 | $2.1M | Sell |
19,291
-1,615
| -8% | -$176K | 0.69% | 45 |
|
|
2018
Q3 | $2.56M | Sell |
20,906
-5,025
| -19% | -$614K | 0.7% | 46 |
|
|
2018
Q2 | $3.28M | Buy |
25,931
+25
| +0.1% | +$3.16K | 0.98% | 27 |
|
|
2018
Q1 | $2.95M | Sell |
25,906
-212
| -0.8% | -$24.2K | 0.98% | 30 |
|
|
2017
Q4 | $3.27M | Sell |
26,118
-560
| -2% | -$70.1K | 1.06% | 26 |
|
|
2017
Q3 | $3.14M | Sell |
26,678
-459
| -2% | -$53.9K | 1.08% | 28 |
|
|
2017
Q2 | $2.83M | Sell |
27,137
-89
| -0.3% | -$9.29K | 1.04% | 31 |
|
|
2017
Q1 | $2.93M | Buy |
27,226
+245
| +0.9% | +$26.4K | 1.14% | 29 |
|
|
2016
Q4 | $3.18M | Sell |
26,981
-410
| -1% | -$48.3K | 1.33% | 23 |
|
|
2016
Q3 | $2.82M | Hold |
27,391
| – | – | 1.27% | 23 |
|
|
2016
Q2 | $2.87M | Buy |
27,391
+140
| +0.5% | +$14.7K | 1.3% | 22 |
|
|
2016
Q1 | $2.6M | Sell |
27,251
-1,129
| -4% | -$108K | 1.26% | 23 |
|
|
2015
Q4 | $2.55M | Buy |
+28,380
| New | +$2.55M | 1.24% | 24 |
|