FFWM
Future Financial Wealth Management’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $106K | Buy |
741
+503
| +211% | +$72K | 0.07% | 157 |
|
2025
Q1 | $39.8K | Buy |
238
+2
| +0.8% | +$335 | 0.03% | 260 |
|
2024
Q4 | $34.2K | Sell |
236
-198
| -46% | -$28.7K | 0.03% | 275 |
|
2024
Q3 | $63.9K | Buy |
+434
| New | +$63.9K | 0.05% | 225 |
|
2024
Q2 | – | Sell |
-1,199
| Closed | -$189K | – | 186 |
|
2024
Q1 | $189K | Buy |
+1,199
| New | +$189K | 0.15% | 121 |
|
2022
Q2 | – | Sell |
-934
| Closed | -$152K | – | 202 |
|
2022
Q1 | $152K | Sell |
934
-1,122
| -55% | -$183K | 0.13% | 147 |
|
2021
Q4 | $245K | Buy |
+2,056
| New | +$245K | 0.2% | 107 |
|