VBFG
Vishria Bird Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Hold |
5,220
| – | – | 0.25% | 41 |
|
|
2025
Q1 | $873K | Hold |
5,220
| – | – | 0.3% | 37 |
|
|
2024
Q4 | $756K | Sell |
5,220
-299
| -5% | -$43.3K | 0.26% | 41 |
|
|
2024
Q3 | $813K | Sell |
5,519
-122
| -2% | -$18K | 0.31% | 35 |
|
|
2024
Q2 | $882K | Hold |
5,641
| – | – | 0.37% | 31 |
|
|
2024
Q1 | $890K | Hold |
5,641
| – | – | 0.38% | 31 |
|
|
2023
Q4 | $841K | Sell |
5,641
-602
| -10% | -$89.8K | 0.4% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
6,243
+208
| +3% | +$35.1K | 0.6% | 25 |
|
|
2023
Q2 | $950K | Hold |
6,035
| – | – | 0.56% | 25 |
|
|
2023
Q1 | $985K | Sell |
6,035
-98
| -2% | -$16K | 0.63% | 25 |
|
|
2022
Q4 | $1.1M | Hold |
6,133
| – | – | 0.77% | 24 |
|
|
2022
Q3 | $881K | Hold |
6,133
| – | – | 0.59% | 27 |
|
|
2022
Q2 | $888K | Hold |
6,133
| – | – | 0.59% | 24 |
|
|
2022
Q1 | $999K | Sell |
6,133
-2,001
| -25% | -$326K | 0.55% | 25 |
|
|
2021
Q4 | $955K | Hold |
8,134
| – | – | 0.44% | 28 |
|
|
2021
Q3 | $825K | Buy |
8,134
+6,116
| +303% | +$620K | 0.43% | 33 |
|
|
2021
Q2 | $211K | Sell |
2,018
-346
| -15% | -$36.2K | 0.1% | 57 |
|
|
2021
Q1 | $248K | Buy |
+2,364
| New | +$248K | 0.14% | 48 |
|
|
2020
Q3 | – | Sell |
-2,364
| Closed | -$211K | – | 46 |
|
|
2020
Q2 | $211K | Sell |
2,364
-38,906
| -94% | -$3.47M | 0.17% | 38 |
|
|
2020
Q1 | $2.99M | Buy |
41,270
+38,774
| +1,553% | +$2.81M | 3.13% | 16 |
|
|
2019
Q4 | $301K | Hold |
2,496
| – | – | 0.29% | 31 |
|
|
2019
Q3 | $296K | Sell |
2,496
-60
| -2% | -$7.12K | 0.34% | 34 |
|
|
2019
Q2 | $318K | Buy |
2,556
+60
| +2% | +$7.47K | 0.32% | 34 |
|
|
2019
Q1 | $307K | Hold |
2,496
| – | – | 0.31% | 36 |
|
|
2018
Q4 | $272K | Hold |
2,496
| – | – | 0.3% | 36 |
|
|
2018
Q3 | $305K | Hold |
2,496
| – | – | 0.26% | 34 |
|
|
2018
Q2 | $316K | Buy |
+2,496
| New | +$316K | 0.29% | 32 |
|