RTD 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 | $402K | Sell |
2,811
-61
| -2% | -$8.73K | 0.05% | 82 |
|
|
2025
Q1 | $480K | Buy |
2,872
+61
| +2% | +$10.2K | 0.06% | 82 |
|
|
2024
Q4 | $407K | Buy |
2,811
+364
| +15% | +$52.7K | 0.05% | 87 |
|
|
2024
Q3 | $360K | Sell |
2,447
-713
| -23% | -$105K | 0.05% | 99 |
|
|
2024
Q2 | $494K | Buy |
3,160
+1,013
| +47% | +$158K | 0.07% | 79 |
|
|
2024
Q1 | $339K | Hold |
2,147
| – | – | 0.05% | 92 |
|
|
2023
Q4 | $320K | Buy |
+2,147
| New | +$320K | 0.05% | 91 |
|