Mascoma Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
1,797
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $301K | Sell |
1,797
-61
| -3% | -$10.2K | 0.07% | 75 |
|
|
2024
Q4 | $269K | Buy |
1,858
+92
| +5% | +$13.3K | 0.07% | 81 |
|
|
2024
Q3 | $260K | Hold |
1,766
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $276K | Buy |
1,766
+1,058
| +149% | +$165K | 0.07% | 78 |
|
|
2024
Q1 | $112K | Sell |
708
-33
| -4% | -$5.21K | 0.03% | 130 |
|
|
2023
Q4 | $111K | Sell |
741
-12
| -2% | -$1.79K | 0.03% | 131 |
|
|
2023
Q3 | $127K | Buy |
753
+12
| +2% | +$2.02K | 0.04% | 122 |
|
|
2023
Q2 | $118K | Sell |
741
-106
| -13% | -$16.9K | 0.04% | 128 |
|
|
2023
Q1 | $143K | Hold |
847
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $152K | Sell |
847
-52
| -6% | -$9.33K | 0.05% | 130 |
|
|
2022
Q3 | $129K | Sell |
899
-13
| -1% | -$1.87K | 0.04% | 142 |
|
|
2022
Q2 | $132K | Buy |
912
+13
| +1% | +$1.88K | 0.05% | 148 |
|
|
2022
Q1 | $146K | Buy |
899
+85
| +10% | +$13.8K | 0.05% | 144 |
|
|
2021
Q4 | $96K | Hold |
814
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $83K | Buy |
+814
| New | +$83K | 0.03% | 168 |
|
|
2021
Q2 | – | Sell |
-684
| Closed | -$72K | – | 177 |
|
|
2021
Q1 | $72K | Buy |
+684
| New | +$72K | 0.03% | 173 |
|
|
2019
Q3 | – | Sell |
-590
| Closed | -$73K | – | 134 |
|
|
2019
Q2 | $73K | Hold |
590
| – | – | 0.05% | 134 |
|
|
2019
Q1 | $73K | Hold |
590
| – | – | 0.05% | 124 |
|
|
2018
Q4 | $64K | Hold |
590
| – | – | 0.05% | 130 |
|
|
2018
Q3 | $72K | Sell |
590
-80
| -12% | -$9.76K | 0.05% | 139 |
|
|
2018
Q2 | $85K | Buy |
670
+70
| +12% | +$8.88K | 0.06% | 121 |
|
|
2018
Q1 | $68K | Hold |
600
| – | – | 0.04% | 130 |
|
|
2017
Q4 | $73K | Sell |
600
-239
| -28% | -$29.1K | 0.05% | 125 |
|
|
2017
Q3 | $99K | Buy |
839
+133
| +19% | +$15.7K | 0.07% | 114 |
|
|
2017
Q2 | $74K | Sell |
706
-408
| -37% | -$42.8K | 0.05% | 132 |
|
|
2017
Q1 | $120K | Hold |
1,114
| – | – | 0.09% | 90 |
|
|
2016
Q4 | $131K | Buy |
+1,114
| New | +$131K | 0.1% | 88 |
|