FSC 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 | – | Sell |
-702
| Closed | -$117K | – | 109 |
|
|
2025
Q1 | $117K | Sell |
702
-30
| -4% | -$5.02K | 0.08% | 77 |
|
|
2024
Q4 | $106K | Sell |
732
-1
| -0.1% | -$145 | 0.07% | 84 |
|
|
2024
Q3 | $108K | Buy |
733
+5
| +0.7% | +$736 | 0.08% | 81 |
|
|
2024
Q2 | $114K | Buy |
728
+38
| +6% | +$5.95K | 0.08% | 69 |
|
|
2024
Q1 | $109K | Buy |
690
+2
| +0.3% | +$316 | 0.08% | 67 |
|
|
2023
Q4 | $103K | Buy |
688
+4
| +0.6% | +$596 | 0.08% | 68 |
|
|
2023
Q3 | $115K | Buy |
684
+88
| +15% | +$14.8K | 0.12% | 41 |
|
|
2023
Q2 | $93.7K | Buy |
596
+3
| +0.5% | +$472 | 0.08% | 48 |
|
|
2023
Q1 | $96.7K | Buy |
593
+93
| +19% | +$15.2K | 0.15% | 38 |
|
|
2022
Q4 | $89.7K | Buy |
+500
| New | +$89.7K | 0.15% | 31 |
|