Mascoma Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Sell |
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|
2025
Q2 | $257K | Hold |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $72K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $73K | Hold |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $72K | Sell |
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|
2018
Q2 | $85K | Buy |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $73K | Sell |
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|
2017
Q3 | $99K | Buy |
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $120K | Hold |
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|
2016
Q4 | $131K | Buy |
|