NFP Retirement Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
10,068
-830
| -8% | -$119K | 0.1% | 114 |
|
|
2025
Q1 | $1.82M | Sell |
10,898
-43
| -0.4% | -$7.19K | 0.14% | 82 |
|
|
2024
Q4 | $1.58M | Buy |
10,941
+391
| +4% | +$56.6K | 0.13% | 93 |
|
|
2024
Q3 | $1.55M | Sell |
10,550
-522
| -5% | -$76.9K | 0.13% | 95 |
|
|
2024
Q2 | $1.73M | Sell |
11,072
-743
| -6% | -$116K | 0.15% | 90 |
|
|
2024
Q1 | $1.86M | Buy |
11,815
+5,374
| +83% | +$848K | 0.16% | 83 |
|
|
2023
Q4 | $961K | Buy |
6,441
+131
| +2% | +$19.5K | 0.16% | 100 |
|
|
2023
Q3 | $1.06M | Buy |
6,310
+206
| +3% | +$34.7K | 0.2% | 87 |
|
|
2023
Q2 | $960K | Buy |
6,104
+200
| +3% | +$31.5K | 0.18% | 98 |
|
|
2023
Q1 | $963K | Buy |
5,904
+6
| +0.1% | +$979 | 0.19% | 98 |
|
|
2022
Q4 | $1.06M | Sell |
5,898
-179
| -3% | -$32.1K | 0.23% | 87 |
|
|
2022
Q3 | $873K | Sell |
6,077
-311
| -5% | -$44.7K | 0.22% | 88 |
|
|
2022
Q2 | $925K | Sell |
6,388
-230
| -3% | -$33.3K | 0.23% | 82 |
|
|
2022
Q1 | $1.08M | Buy |
6,618
+1,649
| +33% | +$268K | 0.26% | 80 |
|
|
2021
Q4 | $583K | Sell |
4,969
-3
| -0.1% | -$352 | 0.21% | 74 |
|
|
2021
Q3 | $504K | Buy |
4,972
+1,619
| +48% | +$164K | 0.21% | 82 |
|
|
2021
Q2 | $351K | Buy |
3,353
+256
| +8% | +$26.8K | 0.14% | 99 |
|
|
2021
Q1 | $324K | Buy |
3,097
+14
| +0.5% | +$1.47K | 0.14% | 99 |
|
|
2020
Q4 | $260K | Buy |
3,083
+197
| +7% | +$16.6K | 0.16% | 101 |
|
|
2020
Q3 | $208K | Sell |
2,886
-59
| -2% | -$4.25K | 0.14% | 105 |
|
|
2020
Q2 | $263K | Buy |
+2,945
| New | +$263K | 0.19% | 81 |
|
|
2020
Q1 | – | Sell |
-2,436
| Closed | -$292K | – | 86 |
|
|
2019
Q4 | $292K | Buy |
+2,436
| New | +$292K | 0.27% | 64 |
|