Worth Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
2,943
+378
| +15% | +$54.1K | 0.26% | 95 |
|
|
2025
Q1 | $429K | Sell |
2,565
-159
| -6% | -$26.6K | 0.27% | 92 |
|
|
2024
Q4 | $395K | Sell |
2,724
-61
| -2% | -$8.83K | 0.24% | 93 |
|
|
2024
Q3 | $410K | Buy |
2,785
+61
| +2% | +$8.98K | 0.24% | 100 |
|
|
2024
Q2 | $426K | Buy |
2,724
+242
| +10% | +$37.8K | 0.28% | 84 |
|
|
2024
Q1 | $392K | Sell |
2,482
-15
| -0.6% | -$2.37K | 0.27% | 88 |
|
|
2023
Q4 | $373K | Buy |
2,497
+1
| +0% | +$149 | 0.3% | 89 |
|
|
2023
Q3 | $421K | Sell |
2,496
-14
| -0.6% | -$2.36K | 0.38% | 73 |
|
|
2023
Q2 | $395K | Sell |
2,510
-70
| -3% | -$11K | 0.37% | 76 |
|
|
2023
Q1 | $421K | Sell |
2,580
-192
| -7% | -$31.3K | 0.4% | 68 |
|
|
2022
Q4 | $498K | Buy |
+2,772
| New | +$498K | 0.58% | 50 |
|