Massachusetts 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 | $2.9M | Sell |
20,253
-10
| -0% | -$1.43K | 1.64% | 15 |
|
|
2025
Q1 | $3.39M | Sell |
20,263
-325
| -2% | -$54.4K | 2.32% | 9 |
|
|
2024
Q4 | $2.98M | Sell |
20,588
-200
| -1% | -$29K | 1.84% | 11 |
|
|
2024
Q3 | $3.06M | Sell |
20,788
-1,803
| -8% | -$266K | 1.93% | 9 |
|
|
2024
Q2 | $3.53M | Buy |
22,591
+450
| +2% | +$70.4K | 2.37% | 8 |
|
|
2024
Q1 | $3.49M | Buy |
22,141
+700
| +3% | +$110K | 2.46% | 7 |
|
|
2023
Q4 | $3.2M | Buy |
21,441
+834
| +4% | +$124K | 2.58% | 8 |
|
|
2023
Q3 | $3.47M | Sell |
20,607
-350
| -2% | -$59K | 3.19% | 5 |
|
|
2023
Q2 | $3.3M | Sell |
20,957
-125
| -0.6% | -$19.7K | 3.15% | 5 |
|
|
2023
Q1 | $3.44M | Sell |
21,082
-1,950
| -8% | -$318K | 3.55% | 4 |
|
|
2022
Q4 | $4.01M | Buy |
+23,032
| New | +$4.01M | 3.87% | 3 |
|