Northern 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 | $626K | Sell |
4,374
-617
| -12% | -$88.3K | 0.47% | 56 |
|
|
2025
Q1 | $835K | Sell |
4,991
-148
| -3% | -$24.8K | 0.69% | 49 |
|
|
2024
Q4 | $744K | Sell |
5,139
-10
| -0.2% | -$1.45K | 0.59% | 53 |
|
|
2024
Q3 | $758K | Sell |
5,149
-363
| -7% | -$53.5K | 0.58% | 56 |
|
|
2024
Q2 | $862K | Sell |
5,512
-31
| -0.6% | -$4.85K | 0.69% | 52 |
|
|
2024
Q1 | $874K | Sell |
5,543
-153
| -3% | -$24.1K | 0.68% | 50 |
|
|
2023
Q4 | $850K | Sell |
5,696
-100
| -2% | -$14.9K | 0.72% | 51 |
|
|
2023
Q3 | $977K | Buy |
5,796
+24
| +0.4% | +$4.05K | 0.9% | 35 |
|
|
2023
Q2 | $908K | Buy |
5,772
+19
| +0.3% | +$2.99K | 0.8% | 40 |
|
|
2023
Q1 | $939K | Sell |
5,753
-23
| -0.4% | -$3.75K | 0.88% | 34 |
|
|
2022
Q4 | $1.04M | Buy |
+5,776
| New | +$1.04M | 1.17% | 28 |
|