Partners in Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
2,125
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $355K | Buy |
2,125
+1
| +0% | +$167 | 0.07% | 80 |
|
|
2024
Q4 | $308K | Hold |
2,124
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $313K | Hold |
2,124
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $332K | Hold |
2,124
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $335K | Hold |
2,124
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $317K | Hold |
2,124
| – | – | 0.07% | 80 |
|
|
2023
Q3 | $358K | Buy |
+2,124
| New | +$358K | 0.09% | 71 |
|