Safeguard Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,635
| Closed | -$237K | – | 106 |
|
|
2024
Q4 | $237K | Sell |
1,635
-1,091
| -40% | -$158K | 0.05% | 100 |
|
|
2024
Q3 | $401K | Buy |
2,726
+349
| +15% | +$51.4K | 0.09% | 79 |
|
|
2024
Q2 | $372K | Buy |
2,377
+1,044
| +78% | +$163K | 0.1% | 73 |
|
|
2024
Q1 | $210K | Buy |
+1,333
| New | +$210K | 0.07% | 77 |
|
|
2023
Q4 | – | Sell |
-1,256
| Closed | -$212K | – | 80 |
|
|
2023
Q3 | $212K | Sell |
1,256
-19
| -1% | -$3.2K | 0.1% | 66 |
|
|
2023
Q2 | $200K | Buy |
1,275
+21
| +2% | +$3.29K | 0.1% | 69 |
|
|
2023
Q1 | $205K | Buy |
+1,254
| New | +$205K | 0.12% | 67 |
|