SFA
Source Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $293K | Sell |
1,991
-167
| -8% | -$24.6K | 0.09% | 98 |
|
|
2024
Q2 | $338K | Buy |
2,158
+100
| +5% | +$15.6K | 0.1% | 87 |
|
|
2024
Q1 | $325K | Buy |
2,058
+12
| +0.6% | +$1.89K | 0.1% | 94 |
|
|
2023
Q4 | $305K | Sell |
2,046
-181
| -8% | -$27K | 0.09% | 100 |
|
|
2023
Q3 | $376K | Buy |
2,227
+122
| +6% | +$20.6K | 0.13% | 88 |
|
|
2023
Q2 | $331K | Buy |
2,105
+127
| +6% | +$20K | 0.11% | 102 |
|
|
2023
Q1 | $323K | Buy |
1,978
+44
| +2% | +$7.18K | 0.11% | 97 |
|
|
2022
Q4 | $347K | Buy |
1,934
+296
| +18% | +$53.1K | 0.13% | 93 |
|
|
2022
Q3 | $235K | Buy |
1,638
+109
| +7% | +$15.6K | 0.09% | 102 |
|
|
2022
Q2 | $221K | Sell |
1,529
-19
| -1% | -$2.75K | 0.09% | 104 |
|
|
2022
Q1 | $252K | Buy |
+1,548
| New | +$252K | 0.07% | 101 |
|