Laraway Financial 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 | $253K | Buy |
1,770
+350
| +25% | +$50.1K | 0.19% | 109 |
|
|
2025
Q1 | $238K | Hold |
1,420
| – | – | 0.19% | 108 |
|
|
2024
Q4 | $206K | Buy |
1,420
+179
| +14% | +$25.9K | 0.16% | 113 |
|
|
2024
Q3 | $183K | Hold |
1,241
| – | – | 0.15% | 115 |
|
|
2024
Q2 | $194K | Hold |
1,241
| – | – | 0.17% | 106 |
|
|
2024
Q1 | $196K | Hold |
1,241
| – | – | 0.17% | 110 |
|
|
2023
Q4 | $185K | Hold |
1,241
| – | – | 0.18% | 108 |
|
|
2023
Q3 | $209K | Hold |
1,241
| – | – | 0.22% | 98 |
|
|
2023
Q2 | $195K | Hold |
1,241
| – | – | 0.19% | 104 |
|
|
2023
Q1 | $202K | Buy |
+1,241
| New | +$202K | 0.21% | 103 |
|
|
2022
Q2 | – | Sell |
-1,240
| Closed | -$202K | – | 107 |
|
|
2022
Q1 | $202K | Buy |
+1,240
| New | +$202K | 0.18% | 106 |
|