Northwest 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 | – | Sell |
-1,718
| Closed | -$287K | – | 102 |
|
|
2025
Q1 | $287K | Sell |
1,718
-11
| -0.6% | -$1.84K | 0.24% | 85 |
|
|
2024
Q4 | $250K | Buy |
1,729
+134
| +8% | +$19.4K | 0.21% | 96 |
|
|
2024
Q3 | $235K | Buy |
1,595
+1
| +0.1% | +$147 | 0.19% | 87 |
|
|
2024
Q2 | $249K | Sell |
1,594
-55
| -3% | -$8.6K | 0.25% | 77 |
|
|
2024
Q1 | $260K | Sell |
1,649
-43
| -3% | -$6.78K | 0.29% | 77 |
|
|
2023
Q4 | $252K | Buy |
+1,692
| New | +$252K | 0.21% | 76 |
|