GFA
Gallagher Fiduciary Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
10,632
+379
| +4% | +$54.3K | 0.06% | 55 |
|
|
2025
Q1 | $1.72M | Sell |
10,253
-432
| -4% | -$72.3K | 0.06% | 64 |
|
|
2024
Q4 | $1.55M | Buy |
10,685
+1,743
| +19% | +$252K | 0.3% | 43 |
|
|
2024
Q3 | $1.32M | Buy |
8,942
+58
| +0.7% | +$8.54K | 0.27% | 43 |
|
|
2024
Q2 | $1.39M | Buy |
8,884
+723
| +9% | +$113K | 0.31% | 35 |
|
|
2024
Q1 | $1.29M | Buy |
8,161
+798
| +11% | +$126K | 0.05% | 48 |
|
|
2023
Q4 | $1.1M | Buy |
7,363
+491
| +7% | +$73.2K | 0.04% | 48 |
|
|
2023
Q3 | $1.16M | Sell |
6,872
-274
| -4% | -$46.2K | 0.1% | 42 |
|
|
2023
Q2 | $1.12M | Buy |
7,146
+181
| +3% | +$28.5K | 0.09% | 54 |
|
|
2023
Q1 | $1.14M | Buy |
+6,965
| New | +$1.14M | 0.09% | 53 |
|