M3 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 | – | Sell |
-1,431
| Closed | -$239K | – | 150 |
|
|
2025
Q1 | $239K | Sell |
1,431
-81
| -5% | -$13.5K | 0.19% | 114 |
|
|
2024
Q4 | $219K | Sell |
1,512
-260
| -15% | -$37.7K | 0.16% | 136 |
|
|
2024
Q3 | $261K | Sell |
1,772
-32
| -2% | -$4.71K | 0.19% | 115 |
|
|
2024
Q2 | $282K | Buy |
1,804
+111
| +7% | +$17.4K | 0.23% | 104 |
|
|
2024
Q1 | $267K | Buy |
+1,693
| New | +$267K | 0.24% | 98 |
|