Legend 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
Q1 | – | Sell |
-27
| Closed | -$3.91K | – | 83 |
|
|
2024
Q4 | $3.91K | Buy |
+27
| New | +$3.91K | ﹤0.01% | 169 |
|
|
2024
Q3 | – | Sell |
-80
| Closed | -$12.5K | – | 186 |
|
|
2024
Q2 | $12.5K | Buy |
80
+27
| +51% | +$4.22K | 0.01% | 132 |
|
|
2024
Q1 | $8.36K | Hold |
53
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $7.91K | Hold |
53
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $8.94K | Hold |
53
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $8.34K | Hold |
53
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $8.65K | Hold |
53
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $9.51K | Sell |
53
-7
| -12% | -$1.26K | 0.01% | 168 |
|
|
2022
Q3 | $8.62K | Buy |
+60
| New | +$8.62K | 0.01% | 157 |
|