IFS Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Buy |
217
+4
| +2% | +$573 | 0.02% | 47 |
|
|
2025
Q1 | $35.6K | Buy |
213
+116
| +120% | +$19.4K | 0.03% | 55 |
|
|
2024
Q4 | $14K | Buy |
97
+73
| +304% | +$10.6K | 0.01% | 74 |
|
|
2024
Q3 | $3.53K | Buy |
24
+3
| +14% | +$442 | ﹤0.01% | 106 |
|
|
2024
Q2 | $3.28K | Buy |
21
+11
| +110% | +$1.72K | ﹤0.01% | 103 |
|
|
2024
Q1 | $1.58K | Hold |
10
| – | – | ﹤0.01% | 121 |
|
|
2023
Q4 | $1.49K | Buy |
+10
| New | +$1.49K | ﹤0.01% | 118 |
|