MAM
Marotta Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
1,810
-513
| -22% | -$73.5K | 0.05% | 84 |
|
|
2025
Q1 | $342K | Hold |
2,323
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $341K | Hold |
2,323
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $342K | Sell |
2,323
-57
| -2% | -$8.39K | 0.07% | 92 |
|
|
2024
Q2 | $373K | Buy |
2,380
+625
| +36% | +$97.8K | 0.08% | 84 |
|
|
2024
Q1 | $277K | Hold |
1,755
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $262K | Buy |
1,755
+16
| +0.9% | +$2.39K | 0.06% | 92 |
|
|
2023
Q3 | $293K | Sell |
1,739
-92
| -5% | -$15.5K | 0.07% | 93 |
|
|
2023
Q2 | $288K | Buy |
+1,831
| New | +$288K | 0.06% | 90 |
|
|
2022
Q4 | $330K | Buy |
1,838
+7
| +0.4% | +$1.26K | 0.08% | 82 |
|
|
2022
Q3 | $263K | Hold |
1,831
| – | – | 0.07% | 87 |
|
|
2022
Q2 | $268K | Sell |
1,831
-44
| -2% | -$6.45K | 0.07% | 90 |
|
|
2022
Q1 | $305K | Buy |
+1,875
| New | +$305K | 0.07% | 92 |
|
|
2020
Q4 | – | Sell |
-3,205
| Closed | -$231K | – | 88 |
|
|
2020
Q3 | $231K | Sell |
3,205
-2,449
| -43% | -$176K | 0.07% | 75 |
|
|
2020
Q2 | $505K | Sell |
5,654
-130
| -2% | -$11.6K | 0.16% | 52 |
|
|
2020
Q1 | $397K | Sell |
5,784
-95
| -2% | -$6.51K | 0.15% | 55 |
|
|
2019
Q4 | $625K | Buy |
+5,879
| New | +$625K | 0.19% | 52 |
|