Matrix Private Capital Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76M Sell
19,251
-77
-0.4% -$11K 1.62% 16
2025
Q1
$3.23M Sell
19,328
-15
-0.1% -$2.51K 1.93% 10
2024
Q4
$2.8M Hold
19,343
1.6% 15
2024
Q3
$2.85M Sell
19,343
-3
-0% -$442 1.64% 15
2024
Q2
$3.03M Buy
19,346
+45
+0.2% +$7.04K 1.9% 12
2024
Q1
$3.04M Sell
19,301
-9
-0% -$1.42K 2.06% 10
2023
Q4
$2.88M Sell
19,310
-46
-0.2% -$6.86K 2.17% 10
2023
Q3
$3.26M Sell
19,356
-6
-0% -$1.01K 2.43% 11
2023
Q2
$3.05M Buy
19,362
+6
+0% +$944 2.23% 11
2023
Q1
$3.16M Sell
19,356
-56
-0.3% -$9.14K 2.19% 12
2022
Q4
$3.48M Sell
19,412
-83
-0.4% -$14.9K 2.27% 11
2022
Q3
$2.8M Sell
19,495
-899
-4% -$129K 1.9% 15
2022
Q2
$2.95M Buy
20,394
+165
+0.8% +$23.9K 1.68% 13
2022
Q1
$3.29M Buy
20,229
+64
+0.3% +$10.4K 1.61% 13
2021
Q4
$2.37M Buy
20,165
+477
+2% +$56K 1.12% 19
2021
Q3
$2M Buy
19,688
+43
+0.2% +$4.36K 1.05% 20
2021
Q2
$2.06M Buy
19,645
+46
+0.2% +$4.82K 1.13% 18
2021
Q1
$2.05M Sell
19,599
-372
-2% -$39K 1.24% 17
2020
Q4
$1.69M Sell
19,971
-3,365
-14% -$284K 1.21% 18
2020
Q3
$1.68M Sell
23,336
-149
-0.6% -$10.7K 1.71% 10
2020
Q2
$2.1M Buy
23,485
+476
+2% +$42.5K 2.31% 9
2020
Q1
$1.67M Sell
23,009
-2,165
-9% -$157K 2.37% 9
2019
Q4
$3.03M Buy
+25,174
New +$3.03M 3.18% 1