MG
Mather Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
15,238
-1,150
| -7% | -$165K | 0.02% | 183 |
|
|
2025
Q1 | $2.74M | Sell |
16,388
-8,099
| -33% | -$1.35M | 0.03% | 153 |
|
|
2024
Q4 | $3.55M | Buy |
24,487
+421
| +2% | +$61K | 0.05% | 133 |
|
|
2024
Q3 | $3.54M | Sell |
24,066
-20,625
| -46% | -$3.04M | 0.05% | 131 |
|
|
2024
Q2 | $7.05M | Buy |
44,691
+22,699
| +103% | +$3.58M | 0.09% | 102 |
|
|
2024
Q1 | $3.28M | Sell |
21,992
-3,701
| -14% | -$552K | 0.05% | 120 |
|
|
2023
Q4 | $3.83M | Buy |
25,693
+2,504
| +11% | +$373K | 0.06% | 113 |
|
|
2023
Q3 | $3.91M | Sell |
23,189
-675
| -3% | -$114K | 0.07% | 102 |
|
|
2023
Q2 | $3.76M | Buy |
23,864
+2,444
| +11% | +$385K | 0.06% | 115 |
|
|
2023
Q1 | $3.49M | Buy |
21,420
+5,209
| +32% | +$850K | 0.06% | 100 |
|
|
2022
Q4 | $2.91M | Buy |
16,211
+4,447
| +38% | +$798K | 0.06% | 110 |
|
|
2022
Q3 | $1.69M | Buy |
11,764
+868
| +8% | +$125K | 0.04% | 147 |
|
|
2022
Q2 | $1.58M | Buy |
10,896
+83
| +0.8% | +$12K | 0.04% | 143 |
|
|
2022
Q1 | $1.76M | Sell |
10,813
-2,015
| -16% | -$328K | 0.03% | 121 |
|
|
2021
Q4 | $1.51M | Buy |
12,828
+1,838
| +17% | +$216K | 0.03% | 116 |
|
|
2021
Q3 | $1.12M | Buy |
10,990
+3,077
| +39% | +$312K | 0.03% | 109 |
|
|
2021
Q2 | $829K | Sell |
7,913
-443
| -5% | -$46.4K | 0.02% | 120 |
|
|
2021
Q1 | $876K | Sell |
8,356
-1,089
| -12% | -$114K | 0.02% | 109 |
|
|
2020
Q4 | $798K | Buy |
9,445
+3,480
| +58% | +$294K | 0.03% | 103 |
|
|
2020
Q3 | $430K | Sell |
5,965
-17,385
| -74% | -$1.25M | 0.02% | 149 |
|
|
2020
Q2 | $2.08M | Buy |
+23,350
| New | +$2.08M | 0.1% | 58 |
|
|
2020
Q1 | – | Sell |
-5,703
| Closed | -$687K | – | 150 |
|
|
2019
Q4 | $687K | Buy |
+5,703
| New | +$687K | 0.04% | 74 |
|