RFA
Resurgent Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
10,019
+128
| +1% | +$18.3K | 0.79% | 32 |
|
|
2025
Q1 | $1.65M | Sell |
9,891
-278
| -3% | -$46.5K | 0.99% | 22 |
|
|
2024
Q4 | $1.47M | Sell |
10,169
-257
| -2% | -$37.2K | 0.87% | 28 |
|
|
2024
Q3 | $1.54M | Sell |
10,426
-5,028
| -33% | -$740K | 0.9% | 27 |
|
|
2024
Q2 | $2.42M | Sell |
15,454
-1,109
| -7% | -$173K | 1.5% | 13 |
|
|
2024
Q1 | $2.61M | Sell |
16,563
-544
| -3% | -$85.8K | 1.39% | 14 |
|
|
2023
Q4 | $2.55M | Buy |
17,107
+11
| +0.1% | +$1.64K | 1.57% | 9 |
|
|
2023
Q3 | $2.88M | Buy |
17,096
+649
| +4% | +$109K | 1.96% | 7 |
|
|
2023
Q2 | $2.59M | Buy |
16,447
+179
| +1% | +$28.2K | 1.71% | 8 |
|
|
2023
Q1 | $2.65M | Sell |
16,268
-247
| -1% | -$40.3K | 1.77% | 10 |
|
|
2022
Q4 | $2.96M | Buy |
16,515
+484
| +3% | +$86.9K | 1.56% | 9 |
|
|
2022
Q3 | $2.3M | Buy |
16,031
+667
| +4% | +$95.9K | 1.54% | 11 |
|
|
2022
Q2 | $2.22M | Buy |
15,364
+518
| +3% | +$75K | 1.43% | 13 |
|
|
2022
Q1 | $2.42M | Buy |
14,846
+987
| +7% | +$161K | 1.5% | 13 |
|
|
2021
Q4 | $1.63M | Buy |
+13,859
| New | +$1.63M | 1.3% | 13 |
|