PFG Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
47,344
-1,280
| -3% | -$183K | 0.4% | 48 |
|
|
2025
Q1 | $8.13M | Buy |
48,624
+223
| +0.5% | +$37.3K | 0.52% | 34 |
|
|
2024
Q4 | $7.01M | Sell |
48,401
-556
| -1% | -$80.5K | 0.44% | 36 |
|
|
2024
Q3 | $7.21M | Buy |
48,957
+7,818
| +19% | +$1.15M | 0.47% | 36 |
|
|
2024
Q2 | $6.43M | Buy |
41,139
+2,309
| +6% | +$361K | 0.46% | 38 |
|
|
2024
Q1 | $6.13M | Buy |
38,830
+26,753
| +222% | +$4.22M | 0.37% | 54 |
|
|
2023
Q4 | $1.8M | Buy |
12,077
+410
| +4% | +$61.2K | 0.33% | 64 |
|
|
2023
Q3 | $1.97M | Buy |
11,667
+827
| +8% | +$139K | 0.37% | 54 |
|
|
2023
Q2 | $1.71M | Buy |
10,840
+109
| +1% | +$17.2K | 0.3% | 76 |
|
|
2023
Q1 | $1.75M | Buy |
+10,731
| New | +$1.75M | 0.36% | 60 |
|