PRI
Prepared Retirement Institute’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,623
| Closed | -$272K | – | 87 |
|
|
2025
Q1 | $272K | Sell |
1,623
-415
| -20% | -$69.4K | 0.17% | 72 |
|
|
2024
Q4 | $295K | Buy |
2,038
+8
| +0.4% | +$1.16K | 0.17% | 64 |
|
|
2024
Q3 | $299K | Sell |
2,030
-175
| -8% | -$25.8K | 0.18% | 60 |
|
|
2024
Q2 | $345K | Hold |
2,205
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $348K | Sell |
2,205
-1,731
| -44% | -$273K | 0.26% | 43 |
|
|
2023
Q4 | $587K | Buy |
+3,936
| New | +$587K | 0.44% | 32 |
|