Richardson Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
2,200
-115
| -5% | -$16.7K | 0.22% | 116 |
|
|
2025
Q1 | $387K | Buy |
2,315
+7
| +0.3% | +$1.17K | 0.29% | 100 |
|
|
2024
Q4 | $330K | Sell |
2,308
-148
| -6% | -$21.2K | 0.23% | 109 |
|
|
2024
Q3 | $383K | Buy |
2,456
+75
| +3% | +$11.7K | 0.24% | 104 |
|
|
2024
Q2 | $372K | Buy |
2,381
+314
| +15% | +$49.1K | 0.27% | 100 |
|
|
2024
Q1 | $326K | Buy |
2,067
+95
| +5% | +$15K | 0.23% | 106 |
|
|
2023
Q4 | $294K | Buy |
+1,972
| New | +$294K | 0.26% | 100 |
|