MWM
Mattern Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
21,232
-299
| -1% | -$42.8K | 0.63% | 30 |
|
|
2025
Q1 | $3.6M | Buy |
21,531
+99
| +0.5% | +$16.6K | 0.8% | 25 |
|
|
2024
Q4 | $3.1M | Sell |
21,432
-2,315
| -10% | -$335K | 0.68% | 29 |
|
|
2024
Q3 | $3.5M | Sell |
23,747
-11,368
| -32% | -$1.67M | 0.77% | 25 |
|
|
2024
Q2 | $5.49M | Sell |
35,115
-2,462
| -7% | -$385K | 1.32% | 15 |
|
|
2024
Q1 | $5.93M | Sell |
37,577
-1,091
| -3% | -$172K | 1.44% | 14 |
|
|
2023
Q4 | $5.77M | Sell |
38,668
-30
| -0.1% | -$4.48K | 1.48% | 11 |
|
|
2023
Q3 | $6.53M | Buy |
38,698
+3,779
| +11% | +$637K | 1.91% | 10 |
|
|
2023
Q2 | $5.49M | Buy |
34,919
+4,631
| +15% | +$729K | 1.6% | 10 |
|
|
2023
Q1 | $4.94M | Sell |
30,288
-88
| -0.3% | -$14.4K | 1.64% | 8 |
|
|
2022
Q4 | $5.45M | Buy |
30,376
+1,633
| +6% | +$293K | 2.2% | 7 |
|
|
2022
Q3 | $4.13M | Buy |
28,743
+16
| +0.1% | +$2.3K | 1.66% | 12 |
|
|
2022
Q2 | $4.16M | Buy |
28,727
+892
| +3% | +$129K | 1.63% | 13 |
|
|
2022
Q1 | $4.53M | Sell |
27,835
-2,496
| -8% | -$406K | 1.48% | 13 |
|
|
2021
Q4 | $3.56M | Buy |
30,331
+331
| +1% | +$38.8K | 1.05% | 24 |
|
|
2021
Q3 | $3.04M | Sell |
30,000
-164
| -0.5% | -$16.6K | 1.02% | 24 |
|
|
2021
Q2 | $2.98M | Buy |
30,164
+7,281
| +32% | +$718K | 0.95% | 27 |
|
|
2021
Q1 | $2.4M | Sell |
22,883
-2,340
| -9% | -$245K | 0.85% | 34 |
|
|
2020
Q4 | $2.13M | Buy |
25,223
+182
| +0.7% | +$15.4K | 0.81% | 34 |
|
|
2020
Q3 | $1.8M | Sell |
25,041
-862
| -3% | -$62.1K | 0.77% | 38 |
|
|
2020
Q2 | $2.31M | Sell |
25,903
-2,199
| -8% | -$196K | 1.12% | 26 |
|
|
2020
Q1 | $2.04M | Buy |
28,102
+5,338
| +23% | +$387K | 1.47% | 20 |
|
|
2019
Q4 | $2.74M | Buy |
+22,764
| New | +$2.74M | 1.65% | 9 |
|