Secured Retirement 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 | $1.78M | Buy |
12,418
+1,769
| +17% | +$253K | 1.06% | 29 |
|
|
2025
Q1 | $1.78M | Sell |
10,649
-3,831
| -26% | -$641K | 1.15% | 19 |
|
|
2024
Q4 | $2.1M | Buy |
14,480
+1,176
| +9% | +$170K | 1.2% | 24 |
|
|
2024
Q3 | $1.96M | Buy |
13,304
+552
| +4% | +$81.3K | 1.41% | 29 |
|
|
2024
Q2 | $1.99M | Buy |
12,752
+1,361
| +12% | +$213K | 1.55% | 24 |
|
|
2024
Q1 | $1.8M | Buy |
11,391
+2,193
| +24% | +$346K | 1.52% | 21 |
|
|
2023
Q4 | $1.37M | Buy |
+9,198
| New | +$1.37M | 1.32% | 31 |
|