MPW
MA Private Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
3,415
| – | – | 0.09% | 62 |
|
|
2025
Q1 | $571K | Hold |
3,415
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $495K | Buy |
+3,415
| New | +$495K | 0.09% | 53 |
|
|
2023
Q1 | – | Sell |
-2,947
| Closed | -$529K | – | 68 |
|
|
2022
Q4 | $529K | Buy |
2,947
+20
| +0.7% | +$3.59K | 0.13% | 56 |
|
|
2022
Q3 | $507K | Buy |
2,927
+22
| +0.8% | +$3.81K | 0.13% | 52 |
|
|
2022
Q2 | $401K | Sell |
2,905
-269
| -8% | -$37.1K | 0.1% | 53 |
|
|
2022
Q1 | $517K | Buy |
3,174
+24
| +0.8% | +$3.91K | 0.09% | 58 |
|
|
2021
Q4 | $370K | Sell |
3,150
-476
| -13% | -$55.9K | 0.07% | 68 |
|
|
2021
Q3 | $368K | Buy |
3,626
+39
| +1% | +$3.96K | 0.07% | 67 |
|
|
2021
Q2 | $376K | Buy |
3,587
+34
| +1% | +$3.56K | 0.07% | 71 |
|
|
2021
Q1 | $372K | Buy |
+3,553
| New | +$372K | 0.08% | 68 |
|
|
2020
Q4 | – | Sell |
-3,644
| Closed | -$262K | – | 70 |
|
|
2020
Q3 | $262K | Buy |
3,644
+70
| +2% | +$5.03K | 0.06% | 70 |
|
|
2020
Q2 | $319K | Buy |
3,574
+33
| +0.9% | +$2.95K | 0.08% | 64 |
|
|
2020
Q1 | $257K | Buy |
3,541
+35
| +1% | +$2.54K | 0.08% | 69 |
|
|
2019
Q4 | $423K | Buy |
+3,506
| New | +$423K | 0.13% | 46 |
|