FSB Premier 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 | $239K | Sell |
1,667
-11
| -0.7% | -$1.58K | 0.09% | 196 |
|
|
2025
Q1 | $281K | Sell |
1,678
-204
| -11% | -$34.1K | 0.11% | 177 |
|
|
2024
Q4 | $273K | Sell |
1,882
-2,793
| -60% | -$405K | 0.11% | 178 |
|
|
2024
Q3 | $689K | Buy |
4,675
+1,021
| +28% | +$150K | 0.28% | 94 |
|
|
2024
Q2 | $572K | Buy |
3,654
+896
| +32% | +$140K | 0.26% | 97 |
|
|
2024
Q1 | $435K | Buy |
2,758
+304
| +12% | +$48K | 0.2% | 101 |
|
|
2023
Q4 | $366K | Buy |
2,454
+415
| +20% | +$61.9K | 0.18% | 106 |
|
|
2023
Q3 | $344K | Buy |
2,039
+749
| +58% | +$126K | 0.19% | 101 |
|
|
2023
Q2 | $203K | Sell |
1,290
-672
| -34% | -$106K | 0.11% | 150 |
|
|
2023
Q1 | $320K | Sell |
1,962
-73
| -4% | -$11.9K | 0.18% | 105 |
|
|
2022
Q4 | $365K | Sell |
2,035
-73
| -3% | -$13.1K | 0.2% | 98 |
|
|
2022
Q3 | $302K | Hold |
2,108
| – | – | 0.18% | 109 |
|
|
2022
Q2 | $305K | Sell |
2,108
-9
| -0.4% | -$1.3K | 0.17% | 106 |
|
|
2022
Q1 | $342K | Buy |
2,117
+41
| +2% | +$6.62K | 0.17% | 102 |
|
|
2021
Q4 | $243K | Sell |
2,076
-65
| -3% | -$7.61K | 0.1% | 117 |
|
|
2021
Q3 | $217K | Sell |
2,141
-908
| -30% | -$92K | 0.11% | 101 |
|
|
2021
Q2 | $319K | Buy |
3,049
+741
| +32% | +$77.5K | 0.16% | 82 |
|
|
2021
Q1 | $241K | Buy |
+2,308
| New | +$241K | 0.13% | 88 |
|