PFG Private Wealth Management’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 |
-86
| Closed | -$14.4K | – | 99 |
|
|
2025
Q1 | $14.4K | Buy |
86
+70
| +438% | +$11.7K | 0.01% | 124 |
|
|
2024
Q4 | $2.32K | Hold |
16
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $2.36K | Sell |
16
-55
| -77% | -$8.1K | ﹤0.01% | 198 |
|
|
2024
Q2 | $11.1K | Buy |
71
+55
| +344% | +$8.6K | 0.01% | 136 |
|
|
2024
Q1 | $2.52K | Hold |
16
| – | – | ﹤0.01% | 184 |
|
|
2023
Q4 | $2.39K | Sell |
16
-17
| -52% | -$2.54K | ﹤0.01% | 193 |
|
|
2023
Q3 | $5.56K | Sell |
33
-95
| -74% | -$16K | ﹤0.01% | 217 |
|
|
2023
Q2 | $20.1K | Buy |
128
+55
| +75% | +$8.65K | 0.01% | 178 |
|
|
2023
Q1 | $11.9K | Buy |
73
+17
| +30% | +$2.77K | 0.01% | 193 |
|
|
2022
Q4 | $10K | Buy |
56
+27
| +93% | +$4.82K | 0.01% | 188 |
|
|
2022
Q3 | $4K | Buy |
29
+15
| +107% | +$2.07K | ﹤0.01% | 222 |
|
|
2022
Q2 | $2K | Buy |
14
+13
| +1,300% | +$1.86K | ﹤0.01% | 280 |
|
|
2022
Q1 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 317 |
|