MGIA
Matthew Goff Investment Advisor’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
4,103
| – | – | 0.11% | 69 |
|
|
2025
Q1 | $686K | Hold |
4,103
| – | – | 0.13% | 71 |
|
|
2024
Q4 | $594K | Buy |
4,103
+50
| +1% | +$7.24K | 0.11% | 74 |
|
|
2024
Q3 | $597K | Buy |
4,053
+209
| +5% | +$30.8K | 0.11% | 74 |
|
|
2024
Q2 | $601K | Hold |
3,844
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $606K | Buy |
3,844
+50
| +1% | +$7.89K | 0.12% | 67 |
|
|
2023
Q4 | $566K | Hold |
3,794
| – | – | 0.13% | 69 |
|
|
2023
Q3 | $640K | Buy |
3,794
+1
| +0% | +$169 | 0.15% | 66 |
|
|
2023
Q2 | $597K | Hold |
3,793
| – | – | 0.14% | 68 |
|
|
2023
Q1 | $619K | Buy |
3,793
+753
| +25% | +$123K | 0.15% | 66 |
|
|
2022
Q4 | $546K | Hold |
3,040
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $437K | Buy |
3,040
+83
| +3% | +$11.9K | 0.12% | 62 |
|
|
2022
Q2 | $428K | Hold |
2,957
| – | – | 0.12% | 64 |
|
|
2022
Q1 | $481K | Hold |
2,957
| – | – | 0.11% | 62 |
|
|
2021
Q4 | $347K | Hold |
2,957
| – | – | 0.08% | 69 |
|
|
2021
Q3 | $300K | Hold |
2,957
| – | – | 0.07% | 81 |
|
|
2021
Q2 | $310K | Hold |
2,957
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $310K | Hold |
2,957
| – | – | 0.09% | 77 |
|
|
2020
Q4 | $250K | Buy |
+2,957
| New | +$250K | 0.07% | 76 |
|
|
2020
Q1 | – | Sell |
-1,847
| Closed | -$223K | – | 57 |
|
|
2019
Q4 | $223K | Sell |
1,847
-46
| -2% | -$5.55K | 0.08% | 56 |
|
|
2019
Q3 | $225K | Buy |
1,893
+46
| +2% | +$5.47K | 0.09% | 56 |
|
|
2019
Q2 | $230K | Sell |
1,847
-458
| -20% | -$57K | 0.1% | 54 |
|
|
2019
Q1 | $284K | Buy |
2,305
+27
| +1% | +$3.33K | 0.13% | 48 |
|
|
2018
Q4 | $248K | Sell |
2,278
-889
| -28% | -$96.8K | 0.13% | 49 |
|
|
2018
Q3 | $387K | Buy |
3,167
+889
| +39% | +$109K | 0.16% | 58 |
|
|
2018
Q2 | $288K | Sell |
2,278
-558
| -20% | -$70.5K | 0.11% | 66 |
|
|
2018
Q1 | $323K | Sell |
2,836
-235
| -8% | -$26.8K | 0.14% | 62 |
|
|
2017
Q4 | $384K | Sell |
3,071
-116
| -4% | -$14.5K | 0.17% | 60 |
|
|
2017
Q3 | $374K | Hold |
3,187
| – | – | 0.16% | 60 |
|
|
2017
Q2 | $332K | Sell |
3,187
-774
| -20% | -$80.6K | 0.3% | 31 |
|
|
2017
Q1 | $425K | Buy |
+3,961
| New | +$425K | 0.41% | 28 |
|