CM Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
3,785
-715
| -16% | -$102K | 0.16% | 49 |
|
|
2025
Q1 | $753K | Hold |
4,500
| – | – | 0.24% | 40 |
|
|
2024
Q4 | $652K | Hold |
4,500
| – | – | 0.21% | 44 |
|
|
2024
Q3 | $663K | Hold |
4,500
| – | – | 0.21% | 46 |
|
|
2024
Q2 | $704K | Sell |
4,500
-727
| -14% | -$114K | 0.33% | 25 |
|
|
2024
Q1 | $850K | Buy |
5,227
+1,342
| +35% | +$218K | 0.24% | 38 |
|
|
2023
Q4 | $579K | Hold |
3,885
| – | – | 0.25% | 39 |
|
|
2023
Q3 | $564K | Buy |
3,885
+715
| +23% | +$104K | 0.22% | 38 |
|
|
2023
Q2 | $505K | Sell |
3,170
-7,866
| -71% | -$1.25M | 0.17% | 65 |
|
|
2023
Q1 | $1.83M | Buy |
11,036
+7,151
| +184% | +$1.19M | 0.35% | 60 |
|
|
2022
Q4 | $697K | Sell |
3,885
-190
| -5% | -$34.1K | 0.36% | 30 |
|
|
2022
Q3 | $585M | Hold |
4,075
| – | – | 0.32% | 32 |
|
|
2022
Q2 | $590K | Buy |
+4,075
| New | +$590K | 0.36% | 32 |
|