Madrona Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
+9,033
| New | +$1.29M | 0.31% | 36 |
|
|
2017
Q2 | – | Sell |
-6,180
| Closed | -$664K | – | 36 |
|
|
2017
Q1 | $664K | Hold |
6,180
| – | – | 0.71% | 18 |
|
|
2016
Q4 | $727K | Sell |
6,180
-65
| -1% | -$7.65K | 0.8% | 22 |
|
|
2016
Q3 | $643K | Buy |
6,245
+95
| +2% | +$9.78K | 0.68% | 24 |
|
|
2016
Q2 | $645K | Hold |
6,150
| – | – | 0.69% | 25 |
|
|
2016
Q1 | $587K | Sell |
6,150
-581
| -9% | -$55.5K | 0.61% | 26 |
|
|
2015
Q4 | $606K | Buy |
6,731
+581
| +9% | +$52.3K | 0.61% | 22 |
|
|
2015
Q3 | $485K | Hold |
6,150
| – | – | 0.52% | 21 |
|
|
2015
Q2 | $593K | Hold |
6,150
| – | – | 0.61% | 19 |
|
|
2015
Q1 | $646K | Sell |
6,150
-62
| -1% | -$6.51K | 0.65% | 20 |
|
|
2014
Q4 | $697K | Buy |
+6,212
| New | +$697K | 0.74% | 19 |
|