GFG
Goldstone Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
5,122
-3,322
| -39% | -$493K | 0.1% | 121 |
|
|
2025
Q1 | $1.41M | Buy |
8,444
+3,467
| +70% | +$580K | 0.21% | 72 |
|
|
2024
Q4 | $721K | Buy |
4,977
+870
| +21% | +$126K | 0.11% | 105 |
|
|
2024
Q3 | $605K | Buy |
4,107
+472
| +13% | +$69.5K | 0.11% | 104 |
|
|
2024
Q2 | $569K | Buy |
3,635
+968
| +36% | +$151K | 0.11% | 103 |
|
|
2024
Q1 | $421K | Buy |
2,667
+118
| +5% | +$18.6K | 0.1% | 111 |
|
|
2023
Q4 | $380K | Buy |
2,549
+225
| +10% | +$33.6K | 0.1% | 108 |
|
|
2023
Q3 | $392K | Sell |
2,324
-124
| -5% | -$20.9K | 0.12% | 102 |
|
|
2023
Q2 | $385K | Buy |
+2,448
| New | +$385K | 0.11% | 105 |
|