Mainsail Financial 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 | $980K | Buy |
6,503
+251
| +4% | +$37.8K | 0.46% | 46 |
|
|
2025
Q1 | $1.05M | Buy |
6,252
+347
| +6% | +$58.1K | 0.59% | 39 |
|
|
2024
Q4 | $855K | Buy |
5,905
+42
| +0.7% | +$6.08K | 0.5% | 42 |
|
|
2024
Q3 | $877K | Buy |
5,863
+1,183
| +25% | +$177K | 0.52% | 42 |
|
|
2024
Q2 | $732K | Buy |
4,680
+276
| +6% | +$43.2K | 0.43% | 46 |
|
|
2024
Q1 | $695K | Buy |
4,404
+151
| +4% | +$23.8K | 0.48% | 46 |
|
|
2023
Q4 | $609K | Buy |
4,253
+717
| +20% | +$103K | 0.47% | 45 |
|
|
2023
Q3 | $589K | Buy |
+3,536
| New | +$589K | 0.53% | 44 |
|