Providence First Trust’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$670K Buy
4,681
+15
+0.3% +$2.15K 0.24% 83
2025
Q1
$781K Hold
4,666
0.32% 70
2024
Q4
$676K Sell
4,666
-1,215
-21% -$176K 0.25% 76
2024
Q3
$866K Buy
5,881
+50
+0.9% +$7.36K 0.37% 57
2024
Q2
$912K Hold
5,831
0.41% 57
2024
Q1
$920K Sell
5,831
-105
-2% -$16.6K 0.4% 63
2023
Q4
$885K Hold
5,936
0.44% 62
2023
Q3
$1M Buy
+5,936
New +$1M 0.56% 52