Petra 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
Q1 | – | Sell |
-1,537
| Closed | -$223K | – | 125 |
|
|
2024
Q4 | $223K | Sell |
1,537
-151
| -9% | -$21.9K | 0.15% | 130 |
|
|
2024
Q3 | $249K | Buy |
+1,688
| New | +$249K | 0.16% | 121 |
|
|
2023
Q4 | – | Sell |
-1,504
| Closed | -$254K | – | 117 |
|
|
2023
Q3 | $254K | Buy |
1,504
+225
| +18% | +$37.9K | 0.21% | 103 |
|
|
2023
Q2 | $201K | Hold |
1,279
| – | – | 0.18% | 102 |
|
|
2023
Q1 | $209K | Hold |
1,279
| – | – | 0.21% | 75 |
|
|
2022
Q4 | $230K | Buy |
+1,279
| New | +$230K | 0.25% | 85 |
|