GFWA
Grey Fox Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,162
-262
| -11% | -$37.5K | 0.07% | 105 |
|
|
2025
Q1 | $406K | Buy |
2,424
+157
| +7% | +$26.3K | 0.11% | 90 |
|
|
2024
Q4 | $328K | Sell |
2,267
-23
| -1% | -$3.33K | 0.09% | 102 |
|
|
2024
Q3 | $337K | Sell |
2,290
-16
| -0.7% | -$2.36K | 0.09% | 98 |
|
|
2024
Q2 | $361K | Buy |
2,306
+74
| +3% | +$11.6K | 0.13% | 90 |
|
|
2024
Q1 | $352K | Sell |
2,232
-173
| -7% | -$27.3K | 0.13% | 87 |
|
|
2023
Q4 | $359K | Sell |
2,405
-16
| -0.7% | -$2.39K | 0.16% | 77 |
|
|
2023
Q3 | $408K | Sell |
2,421
-144
| -6% | -$24.3K | 0.2% | 72 |
|
|
2023
Q2 | $404K | Sell |
2,565
-1,039
| -29% | -$163K | 0.21% | 71 |
|
|
2023
Q1 | $588K | Sell |
3,604
-108
| -3% | -$17.6K | 0.35% | 49 |
|
|
2022
Q4 | $666K | Buy |
+3,712
| New | +$666K | 0.44% | 42 |
|