Strategic Financial Concepts’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
4,579
-2,009
| -30% | -$288K | 0.09% | 119 |
|
|
2025
Q1 | $1.1M | Buy |
6,588
+1,236
| +23% | +$207K | 0.21% | 112 |
|
|
2024
Q4 | $775K | Buy |
5,352
+3,639
| +212% | +$527K | 0.15% | 143 |
|
|
2024
Q3 | $252K | Sell |
1,713
-256,330
| -99% | -$37.8M | 0.08% | 202 |
|
|
2024
Q2 | $592K | Buy |
258,043
+252,212
| +4,325% | +$579K | 0.34% | 68 |
|
|
2024
Q1 | $920K | Buy |
5,831
+1,260
| +28% | +$199K | 0.22% | 106 |
|
|
2023
Q4 | $682K | Sell |
4,571
-1,204
| -21% | -$180K | 0.4% | 64 |
|
|
2023
Q3 | $974K | Buy |
5,775
+476
| +9% | +$80.3K | 0.33% | 74 |
|
|
2023
Q2 | $834K | Sell |
5,299
-162
| -3% | -$25.5K | 0.31% | 84 |
|
|
2023
Q1 | $891K | Buy |
+5,461
| New | +$891K | 0.36% | 69 |
|