Frisch Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
5,356
+1,834
| +52% | +$263K | 0.19% | 64 |
|
|
2025
Q1 | $589K | Buy |
3,522
+611
| +21% | +$102K | 0.17% | 64 |
|
|
2024
Q4 | $422K | Buy |
2,911
+638
| +28% | +$92.5K | 0.13% | 82 |
|
|
2024
Q3 | $335K | Buy |
2,273
+14
| +0.6% | +$2.06K | 0.1% | 91 |
|
|
2024
Q2 | $353K | Sell |
2,259
-603
| -21% | -$94.2K | 0.11% | 87 |
|
|
2024
Q1 | $452K | Buy |
2,862
+505
| +21% | +$79.8K | 0.15% | 72 |
|
|
2023
Q4 | $352K | Buy |
2,357
+141
| +6% | +$21.1K | 0.13% | 84 |
|
|
2023
Q3 | $374K | Sell |
2,216
-275
| -11% | -$46.4K | 0.15% | 75 |
|
|
2023
Q2 | $392K | Sell |
2,491
-387
| -13% | -$60.9K | 0.19% | 73 |
|
|
2023
Q1 | $470K | Buy |
2,878
+551
| +24% | +$90K | 0.18% | 70 |
|
|
2022
Q4 | $418K | Buy |
2,327
+11
| +0.5% | +$1.98K | 0.16% | 81 |
|
|
2022
Q3 | $333K | Buy |
2,316
+12
| +0.5% | +$1.73K | 0.14% | 80 |
|
|
2022
Q2 | $334K | Buy |
2,304
+11
| +0.5% | +$1.6K | 0.13% | 81 |
|
|
2022
Q1 | $373K | Sell |
2,293
-1,263
| -36% | -$205K | 0.12% | 94 |
|
|
2021
Q4 | $408K | Buy |
3,556
+1,106
| +45% | +$127K | 0.13% | 96 |
|
|
2021
Q3 | $249K | Buy |
2,450
+130
| +6% | +$13.2K | 0.08% | 130 |
|
|
2021
Q2 | $243K | Sell |
2,320
-2,142
| -48% | -$224K | 0.08% | 131 |
|
|
2021
Q1 | $468K | Sell |
4,462
-98
| -2% | -$10.3K | 0.16% | 74 |
|
|
2020
Q4 | $385K | Buy |
+4,560
| New | +$385K | 0.14% | 75 |
|