ROI 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 | $345K | Buy |
2,408
+149
| +7% | +$21.3K | 0.22% | 51 |
|
|
2025
Q1 | $378K | Sell |
2,259
-395
| -15% | -$66.1K | 0.27% | 48 |
|
|
2024
Q4 | $384K | Sell |
2,654
-486
| -15% | -$70.4K | 0.26% | 46 |
|
|
2024
Q3 | $462K | Sell |
3,140
-192
| -6% | -$28.3K | 0.32% | 43 |
|
|
2024
Q2 | $521K | Sell |
3,332
-61
| -2% | -$9.54K | 0.38% | 39 |
|
|
2024
Q1 | $535K | Sell |
3,393
-598
| -15% | -$94.3K | 0.42% | 40 |
|
|
2023
Q4 | $595K | Buy |
+3,991
| New | +$595K | 0.49% | 42 |
|