Legacy Wealth Management (Mississippi)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
4,242
-502
| -11% | -$71.9K | 0.18% | 57 |
|
|
2025
Q1 | $794K | Sell |
4,744
-678
| -13% | -$113K | 0.26% | 54 |
|
|
2024
Q4 | $785K | Sell |
5,422
-467
| -8% | -$67.6K | 0.31% | 50 |
|
|
2024
Q3 | $867K | Hold |
5,889
| – | – | 0.32% | 52 |
|
|
2024
Q2 | $921K | Hold |
5,889
| – | – | 0.39% | 45 |
|
|
2024
Q1 | $929K | Sell |
5,889
-25
| -0.4% | -$3.94K | 0.42% | 44 |
|
|
2023
Q4 | $882K | Hold |
5,914
| – | – | 0.43% | 46 |
|
|
2023
Q3 | $997K | Sell |
5,914
-61
| -1% | -$10.3K | 0.52% | 46 |
|
|
2023
Q2 | $940K | Sell |
5,975
-20
| -0.3% | -$3.15K | 0.47% | 47 |
|
|
2023
Q1 | $978K | Hold |
5,995
| – | – | 0.54% | 45 |
|
|
2022
Q4 | $1.08M | Hold |
5,995
| – | – | 0.64% | 42 |
|
|
2022
Q3 | $861K | Buy |
5,995
+5
| +0.1% | +$718 | 0.58% | 47 |
|
|
2022
Q2 | $867K | Sell |
5,990
-125
| -2% | -$18.1K | 0.53% | 55 |
|
|
2022
Q1 | $996K | Buy |
6,115
+19
| +0.3% | +$3.09K | 0.52% | 56 |
|
|
2021
Q4 | $715K | Buy |
6,096
+31
| +0.5% | +$3.64K | 0.37% | 62 |
|
|
2021
Q3 | $615K | Buy |
6,065
+50
| +0.8% | +$5.07K | 0.33% | 68 |
|
|
2021
Q2 | $630K | Hold |
6,015
| – | – | 0.35% | 63 |
|
|
2021
Q1 | $630K | Buy |
6,015
+335
| +6% | +$35.1K | 0.38% | 61 |
|
|
2020
Q4 | $480K | Sell |
5,680
-8,555
| -60% | -$722K | 0.3% | 66 |
|
|
2020
Q3 | $1.02M | Sell |
14,235
-8,745
| -38% | -$630K | 0.71% | 45 |
|
|
2020
Q2 | $2.05M | Buy |
22,980
+232
| +1% | +$20.7K | 1.57% | 12 |
|
|
2020
Q1 | $1.65M | Buy |
22,748
+17,175
| +308% | +$1.24M | 1.54% | 14 |
|
|
2019
Q4 | $672K | Buy |
+5,573
| New | +$672K | 0.58% | 51 |
|