Mattson Financial Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.21M Buy
29,431
+3,073
+12% +$440K 1.14% 20
2025
Q1
$4.41M Buy
26,358
+1,050
+4% +$176K 1.33% 14
2024
Q4
$3.73M Buy
25,308
+49
+0.2% +$7.22K 1.18% 20
2024
Q3
$3.95M Sell
25,259
-158
-0.6% -$24.7K 1.42% 12
2024
Q2
$3.98M Buy
+25,417
New +$3.98M 1.42% 12