Quantum Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
2,936
-274
| -9% | -$39.2K | 0.06% | 101 |
|
|
2025
Q1 | $537K | Hold |
3,210
| – | – | 0.08% | 91 |
|
|
2024
Q4 | $465K | Sell |
3,210
-4
| -0.1% | -$579 | 0.07% | 91 |
|
|
2024
Q3 | $473K | Sell |
3,214
-266
| -8% | -$39.2K | 0.07% | 93 |
|
|
2024
Q2 | $544K | Buy |
3,480
+20
| +0.6% | +$3.13K | 0.1% | 83 |
|
|
2024
Q1 | $546K | Buy |
3,460
+262
| +8% | +$41.3K | 0.1% | 82 |
|
|
2023
Q4 | $477K | Sell |
3,198
-1,010
| -24% | -$151K | 0.12% | 50 |
|
|
2023
Q3 | $709K | Buy |
4,208
+1,676
| +66% | +$283K | 0.21% | 38 |
|
|
2023
Q2 | $398K | Hold |
2,532
| – | – | 0.12% | 52 |
|
|
2023
Q1 | $413K | Hold |
2,532
| – | – | 0.13% | 49 |
|
|
2022
Q4 | $454K | Buy |
2,532
+381
| +18% | +$68.4K | 0.2% | 36 |
|
|
2022
Q3 | $309K | Buy |
2,151
+5
| +0.2% | +$718 | 0.14% | 48 |
|
|
2022
Q2 | $334K | Buy |
+2,146
| New | +$334K | 0.13% | 53 |
|