PCFFS
Pacific Center for Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
14,028
-678
| -5% | -$97.1K | 0.54% | 21 |
|
|
2025
Q1 | $2.46M | Sell |
14,706
-357
| -2% | -$59.7K | 0.65% | 18 |
|
|
2024
Q4 | $2.18M | Buy |
15,063
+10
| +0.1% | +$1.45K | 0.56% | 21 |
|
|
2024
Q3 | $2.22M | Hold |
15,053
| – | – | 0.58% | 21 |
|
|
2024
Q2 | $2.35M | Sell |
15,053
-168
| -1% | -$26.3K | 0.66% | 19 |
|
|
2024
Q1 | $2.4M | Buy |
15,221
+91
| +0.6% | +$14.4K | 0.68% | 18 |
|
|
2023
Q4 | $2.26M | Sell |
15,130
-1,499
| -9% | -$224K | 0.71% | 18 |
|
|
2023
Q3 | $2.8M | Buy |
16,629
+1,289
| +8% | +$217K | 0.95% | 18 |
|
|
2023
Q2 | $2.41M | Sell |
15,340
-236
| -2% | -$37.1K | 0.79% | 20 |
|
|
2023
Q1 | $2.54M | Buy |
+15,576
| New | +$2.54M | 0.88% | 19 |
|
|
2022
Q3 | $2.48M | Sell |
17,271
-812
| -4% | -$117K | 0.97% | 17 |
|
|
2022
Q2 | $2.62M | Sell |
18,083
-1,918
| -10% | -$278K | 1.08% | 16 |
|
|
2022
Q1 | $3.26M | Sell |
20,001
-13,641
| -41% | -$2.22M | 1.16% | 16 |
|
|
2021
Q4 | $3.95M | Buy |
33,642
+4,322
| +15% | +$507K | 1.59% | 12 |
|
|
2021
Q3 | $2.97M | Buy |
29,320
+40
| +0.1% | +$4.06K | 1.3% | 12 |
|
|
2021
Q2 | $3.07M | Sell |
29,280
-8
| -0% | -$838 | 1.34% | 12 |
|
|
2021
Q1 | $3.07M | Buy |
29,288
+3,814
| +15% | +$400K | 1.47% | 13 |
|
|
2020
Q4 | $2.15M | Sell |
25,474
-189
| -0.7% | -$16K | 0.8% | 14 |
|
|
2020
Q3 | $1.85M | Buy |
25,663
+259
| +1% | +$18.7K | 0.77% | 15 |
|
|
2020
Q2 | $2.27M | Buy |
25,404
+642
| +3% | +$57.3K | 1.12% | 14 |
|
|
2020
Q1 | $1.79M | Buy |
24,762
+2,065
| +9% | +$150K | 1.14% | 13 |
|
|
2019
Q4 | $2.74M | Sell |
22,697
-1,821
| -7% | -$219K | 1.2% | 15 |
|
|
2019
Q3 | $2.91M | Buy |
24,518
+15
| +0.1% | +$1.78K | 1.42% | 15 |
|
|
2019
Q2 | $3.05M | Buy |
24,503
+568
| +2% | +$70.7K | 1.56% | 14 |
|
|
2019
Q1 | $2.95M | Sell |
23,935
-484
| -2% | -$59.6K | 1.59% | 14 |
|
|
2018
Q4 | $2.66M | Buy |
24,419
+374
| +2% | +$40.7K | 1.43% | 15 |
|
|
2018
Q3 | $2.94M | Buy |
24,045
+622
| +3% | +$76.1K | 1.43% | 15 |
|
|
2018
Q2 | $2.96M | Sell |
23,423
-3,982
| -15% | -$503K | 1.74% | 15 |
|
|
2018
Q1 | $3.13M | Sell |
27,405
-1,965
| -7% | -$224K | 1.9% | 15 |
|
|
2017
Q4 | $3.68M | Sell |
29,370
-1,127
| -4% | -$141K | 2.25% | 14 |
|
|
2017
Q3 | $3.58M | Sell |
30,497
-1,892
| -6% | -$222K | 2.3% | 14 |
|
|
2017
Q2 | $3.38M | Sell |
32,389
-84
| -0.3% | -$8.76K | 2.27% | 14 |
|
|
2017
Q1 | $3.49M | Buy |
32,473
+24
| +0.1% | +$2.58K | 2.44% | 13 |
|
|
2016
Q4 | $3.82M | Buy |
+32,449
| New | +$3.82M | 2.9% | 9 |
|