FSA Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
1,283
-71
| -5% | -$10.2K | 0.07% | 58 |
|
|
2025
Q1 | $226K | Sell |
1,354
-12
| -0.9% | -$2.01K | 0.1% | 50 |
|
|
2024
Q4 | $198K | Sell |
1,366
-266
| -16% | -$38.5K | 0.08% | 54 |
|
|
2024
Q3 | $240K | Buy |
+1,632
| New | +$240K | 0.1% | 50 |
|
|
2024
Q1 | $180K | Buy |
1,144
+149
| +15% | +$23.5K | 0.08% | 54 |
|
|
2023
Q4 | $148K | Buy |
+995
| New | +$148K | 0.07% | 61 |
|
|
2021
Q1 | – | Sell |
-1,053
| Closed | -$89K | – | 94 |
|
|
2020
Q4 | $89K | Buy |
+1,053
| New | +$89K | 0.04% | 90 |
|
|
2020
Q3 | – | Sell |
-1,291
| Closed | -$115K | – | 126 |
|
|
2020
Q2 | $115K | Hold |
1,291
| – | – | 0.08% | 75 |
|
|
2020
Q1 | $94K | Sell |
1,291
-100
| -7% | -$7.28K | 0.08% | 77 |
|
|
2019
Q4 | $168K | Buy |
+1,391
| New | +$168K | 0.12% | 64 |
|