Madison Park Capital 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 | $271K | Sell |
1,892
-48
| -2% | -$6.87K | 0.23% | 51 |
|
|
2025
Q1 | $324K | Sell |
1,940
-4,440
| -70% | -$743K | 0.28% | 44 |
|
|
2024
Q4 | $924K | Buy |
6,380
+239
| +4% | +$34.6K | 0.74% | 29 |
|
|
2024
Q3 | $904K | Buy |
6,141
+3
| +0% | +$442 | 0.68% | 31 |
|
|
2024
Q2 | $960K | Sell |
6,138
-13
| -0.2% | -$2.03K | 0.8% | 27 |
|
|
2024
Q1 | $970K | Buy |
6,151
+212
| +4% | +$33.4K | 0.85% | 27 |
|
|
2023
Q4 | $886K | Buy |
+5,939
| New | +$886K | 0.85% | 27 |
|