Mason & Associates (California)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
2,202
-61
| -3% | -$8.74K | 0.07% | 92 |
|
|
2025
Q1 | $379K | Sell |
2,263
-123
| -5% | -$20.6K | 0.09% | 78 |
|
|
2024
Q4 | $346K | Buy |
2,386
+171
| +8% | +$24.8K | 0.08% | 82 |
|
|
2024
Q3 | $326K | Sell |
2,215
-148
| -6% | -$21.8K | 0.08% | 84 |
|
|
2024
Q2 | $370K | Buy |
2,363
+98
| +4% | +$15.3K | 0.1% | 78 |
|
|
2024
Q1 | $357K | Hold |
2,265
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $338K | Hold |
2,265
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $382K | Hold |
2,265
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $356K | Sell |
2,265
-928
| -29% | -$146K | 0.11% | 62 |
|
|
2023
Q1 | $521K | Buy |
3,193
+8
| +0.3% | +$1.31K | 0.16% | 48 |
|
|
2022
Q4 | $572K | Buy |
3,185
+1,282
| +67% | +$230K | 0.18% | 43 |
|
|
2022
Q3 | $273K | Hold |
1,903
| – | – | 0.1% | 66 |
|
|
2022
Q2 | $276K | Hold |
1,903
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $310K | Hold |
1,903
| – | – | 0.09% | 87 |
|
|
2021
Q4 | $223K | Buy |
+1,903
| New | +$223K | 0.07% | 92 |
|