St. Louis Financial Planners Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
18,462
+3,311
| +22% | +$474K | 2.02% | 21 |
|
|
2025
Q1 | $2.53M | Buy |
+15,151
| New | +$2.53M | 1.89% | 13 |
|
|
2024
Q4 | – | Sell |
-15,197
| Closed | -$2.29M | – | 35 |
|
|
2024
Q3 | $2.29M | Buy |
15,197
+1,722
| +13% | +$260K | 1.82% | 12 |
|
|
2024
Q2 | $2.11M | Buy |
13,475
+691
| +5% | +$108K | 1.81% | 17 |
|
|
2024
Q1 | $2.05M | Buy |
12,784
+1,493
| +13% | +$240K | 1.85% | 12 |
|
|
2023
Q4 | $1.68M | Sell |
11,291
-590
| -5% | -$88K | 1.57% | 24 |
|
|
2023
Q3 | $1.94M | Buy |
11,881
+588
| +5% | +$95.9K | 1.55% | 8 |
|
|
2023
Q2 | $1.78M | Buy |
11,293
+314
| +3% | +$49.4K | 1.78% | 16 |
|
|
2023
Q1 | $1.79M | Buy |
+10,979
| New | +$1.79M | 2.04% | 11 |
|