GFPC
Global Financial Private Client’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
24,272
+2,828
| +13% | +$405K | 1.3% | 11 |
|
|
2025
Q1 | $3.59M | Buy |
21,444
+69
| +0.3% | +$11.5K | 1.37% | 8 |
|
|
2024
Q4 | $3.1M | Buy |
21,375
+160
| +0.8% | +$23.2K | 1.16% | 11 |
|
|
2024
Q3 | $3.12M | Buy |
21,215
+280
| +1% | +$41.2K | 1.22% | 11 |
|
|
2024
Q2 | $3.27M | Sell |
20,935
-127
| -0.6% | -$19.9K | 1.37% | 9 |
|
|
2024
Q1 | $3.35M | Buy |
21,062
+832
| +4% | +$132K | 1.44% | 10 |
|
|
2023
Q4 | $3.02M | Buy |
20,230
+666
| +3% | +$99.3K | 1.41% | 10 |
|
|
2023
Q3 | $3.26M | Sell |
19,564
-126
| -0.6% | -$21K | 1.68% | 10 |
|
|
2023
Q2 | $3.1M | Sell |
19,690
-1,068
| -5% | -$168K | 1.52% | 12 |
|
|
2023
Q1 | $3.53M | Buy |
20,758
+1,243
| +6% | +$211K | 1.82% | 8 |
|
|
2022
Q4 | $3.5M | Buy |
19,515
+1,627
| +9% | +$292K | 1.96% | 9 |
|
|
2022
Q3 | $2.71M | Buy |
17,888
+297
| +2% | +$45.1K | 1.56% | 14 |
|
|
2022
Q2 | $2.58M | Buy |
17,591
+452
| +3% | +$66.2K | 1.45% | 16 |
|
|
2022
Q1 | $2.81M | Buy |
17,139
+4,208
| +33% | +$691K | 1.36% | 17 |
|
|
2021
Q4 | $1.52M | Buy |
12,931
+125
| +1% | +$14.7K | 0.73% | 32 |
|
|
2021
Q3 | $1.34M | Buy |
12,806
+907
| +8% | +$94.6K | 0.69% | 35 |
|
|
2021
Q2 | $1.26M | Buy |
11,899
+5,113
| +75% | +$543K | 0.71% | 34 |
|
|
2021
Q1 | $718K | Buy |
6,786
+293
| +5% | +$31K | 0.51% | 48 |
|
|
2020
Q4 | $548K | Sell |
6,493
-403
| -6% | -$34K | 0.44% | 54 |
|
|
2020
Q3 | $486K | Sell |
6,896
-344
| -5% | -$24.2K | 0.42% | 53 |
|
|
2020
Q2 | $634K | Buy |
7,240
+124
| +2% | +$10.9K | 0.55% | 44 |
|
|
2020
Q1 | $488K | Buy |
7,116
+4,480
| +170% | +$307K | 0.52% | 49 |
|
|
2019
Q4 | $318K | Buy |
+2,636
| New | +$318K | 0.27% | 86 |
|