MSA
Marino Stram & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
8,662
+4,970
| +135% | +$712K | 0.25% | 65 |
|
|
2025
Q1 | $618K | Buy |
3,692
+15
| +0.4% | +$2.51K | 0.14% | 105 |
|
|
2024
Q4 | $533K | Buy |
3,677
+593
| +19% | +$85.9K | 0.12% | 108 |
|
|
2024
Q3 | $454K | Sell |
3,084
-68
| -2% | -$10K | 0.1% | 109 |
|
|
2024
Q2 | $493K | Buy |
3,152
+11
| +0.4% | +$1.72K | 0.12% | 107 |
|
|
2024
Q1 | $495K | Sell |
3,141
-22
| -0.7% | -$3.47K | 0.12% | 113 |
|
|
2023
Q4 | $472K | Sell |
3,163
-99
| -3% | -$14.8K | 0.12% | 109 |
|
|
2023
Q3 | $550K | Buy |
3,262
+158
| +5% | +$26.6K | 0.16% | 93 |
|
|
2023
Q2 | $488K | Buy |
3,104
+14
| +0.5% | +$2.2K | 0.14% | 103 |
|
|
2023
Q1 | $504K | Buy |
3,090
+191
| +7% | +$31.2K | 0.15% | 94 |
|
|
2022
Q4 | $520K | Sell |
2,899
-123
| -4% | -$22.1K | 0.16% | 91 |
|
|
2022
Q3 | $434K | Buy |
3,022
+54
| +2% | +$7.76K | 0.16% | 93 |
|
|
2022
Q2 | $430K | Sell |
2,968
-153
| -5% | -$22.2K | 0.15% | 101 |
|
|
2022
Q1 | $508K | Buy |
3,121
+9
| +0.3% | +$1.47K | 0.16% | 99 |
|
|
2021
Q4 | $365K | Sell |
3,112
-283
| -8% | -$33.2K | 0.11% | 116 |
|
|
2021
Q3 | $344K | Sell |
3,395
-69
| -2% | -$6.99K | 0.12% | 114 |
|
|
2021
Q2 | $363K | Buy |
3,464
+105
| +3% | +$11K | 0.09% | 172 |
|
|
2021
Q1 | $352K | Buy |
3,359
+123
| +4% | +$12.9K | 0.14% | 107 |
|
|
2020
Q4 | $273K | Sell |
3,236
-191
| -6% | -$16.1K | 0.12% | 103 |
|
|
2020
Q3 | $247K | Buy |
3,427
+916
| +36% | +$66K | 0.13% | 96 |
|
|
2020
Q2 | $224K | Buy |
+2,511
| New | +$224K | 0.13% | 100 |
|
|
2020
Q1 | – | Sell |
-3,020
| Closed | -$364K | – | 97 |
|
|
2019
Q4 | $364K | Sell |
3,020
-61
| -2% | -$7.35K | 0.24% | 65 |
|
|
2019
Q3 | $365K | Sell |
3,081
-331
| -10% | -$39.2K | 0.26% | 57 |
|
|
2019
Q2 | $425K | Sell |
3,412
-76
| -2% | -$9.47K | 0.31% | 50 |
|
|
2019
Q1 | $430K | Sell |
3,488
-92
| -3% | -$11.3K | 0.31% | 49 |
|
|
2018
Q4 | $390K | Sell |
3,580
-125
| -3% | -$13.6K | 0.34% | 48 |
|
|
2018
Q3 | $453K | Sell |
3,705
-24
| -0.6% | -$2.93K | 0.36% | 47 |
|
|
2018
Q2 | $471K | Sell |
3,729
-1,150
| -24% | -$145K | 0.42% | 46 |
|
|
2018
Q1 | $556K | Sell |
4,879
-2,499
| -34% | -$285K | 0.51% | 40 |
|
|
2017
Q4 | $924K | Buy |
+7,378
| New | +$924K | 0.85% | 28 |
|