New England Capital 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 | $403K | Sell |
2,815
-48
| -2% | -$6.87K | 0.18% | 35 |
|
|
2025
Q1 | $479K | Buy |
2,863
+4
| +0.1% | +$669 | 0.24% | 32 |
|
|
2024
Q4 | $414K | Buy |
2,859
+3
| +0.1% | +$435 | 0.2% | 35 |
|
|
2024
Q3 | $421K | Buy |
2,856
+284
| +11% | +$41.8K | 0.22% | 34 |
|
|
2024
Q2 | $402K | Buy |
2,572
+3
| +0.1% | +$469 | 0.22% | 33 |
|
|
2024
Q1 | $405K | Buy |
2,569
+4
| +0.2% | +$631 | 0.23% | 29 |
|
|
2023
Q4 | $383K | Buy |
2,565
+13
| +0.5% | +$1.94K | 0.23% | 32 |
|
|
2023
Q3 | $430K | Buy |
2,552
+3
| +0.1% | +$506 | 0.3% | 28 |
|
|
2023
Q2 | $401K | Buy |
2,549
+3
| +0.1% | +$472 | 0.26% | 32 |
|
|
2023
Q1 | $415K | Buy |
2,546
+2
| +0.1% | +$326 | 0.29% | 31 |
|
|
2022
Q4 | $460K | Buy |
+2,544
| New | +$460K | 0.33% | 27 |
|