PFS Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
1,433
+58
| +4% | +$8.3K | 0.1% | 68 |
|
|
2025
Q1 | $230K | Sell |
1,375
-17
| -1% | -$2.85K | 0.12% | 59 |
|
|
2024
Q4 | $202K | Sell |
1,392
-28
| -2% | -$4.06K | 0.11% | 67 |
|
|
2024
Q3 | $209K | Sell |
1,420
-56
| -4% | -$8.25K | 0.12% | 58 |
|
|
2024
Q2 | $231K | Sell |
1,476
-15
| -1% | -$2.35K | 0.14% | 54 |
|
|
2024
Q1 | $235K | Buy |
1,491
+8
| +0.5% | +$1.26K | 0.16% | 50 |
|
|
2023
Q4 | $221K | Buy |
1,483
+108
| +8% | +$16.1K | 0.15% | 49 |
|
|
2023
Q3 | $232K | Buy |
1,375
+5
| +0.4% | +$843 | 0.2% | 35 |
|
|
2023
Q2 | $216K | Sell |
1,370
-24
| -2% | -$3.78K | 0.18% | 40 |
|
|
2023
Q1 | $227K | Buy |
1,394
+305
| +28% | +$49.8K | 0.22% | 34 |
|
|
2022
Q4 | $196K | Buy |
1,089
+2
| +0.2% | +$359 | 0.21% | 34 |
|
|
2022
Q3 | $156K | Buy |
1,087
+3
| +0.3% | +$431 | 0.17% | 39 |
|
|
2022
Q2 | $157K | Hold |
1,084
| – | – | 0.15% | 39 |
|
|
2022
Q1 | $176K | Sell |
1,084
-53
| -5% | -$8.63K | 0.15% | 40 |
|
|
2021
Q4 | $133K | Buy |
+1,137
| New | +$133K | 0.1% | 53 |
|