CMP
Coston McIsaac & Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
961
+1
| +0.1% | +$143 | 0.04% | 174 |
|
|
2025
Q1 | $160K | Buy |
960
+329
| +52% | +$54.8K | 0.05% | 141 |
|
|
2024
Q4 | $91K | Buy |
631
+1
| +0.2% | +$144 | 0.03% | 201 |
|
|
2024
Q3 | $92 | Buy |
630
+2
| +0.3% | – | 0.03% | 196 |
|
|
2024
Q2 | $98K | Hold |
628
| – | – | 0.03% | 179 |
|
|
2024
Q1 | $99K | Buy |
628
+15
| +2% | +$2.37K | 0.03% | 180 |
|
|
2023
Q4 | $91K | Sell |
613
-299
| -33% | -$44.4K | 0.03% | 182 |
|
|
2023
Q3 | $153K | Buy |
912
+308
| +51% | +$51.7K | 0.06% | 126 |
|
|
2023
Q2 | $95K | Buy |
604
+1
| +0.2% | +$157 | 0.03% | 182 |
|
|
2023
Q1 | $98K | Buy |
603
+12
| +2% | +$1.95K | 0.04% | 171 |
|
|
2022
Q4 | $106 | Sell |
591
-472
| -44% | -$85 | 0.04% | 166 |
|
|
2022
Q3 | $152K | Buy |
1,063
+8
| +0.8% | +$1.14K | 0.07% | 113 |
|
|
2022
Q2 | $153K | Buy |
+1,055
| New | +$153K | 0.09% | 76 |
|