Mayfair Advisory 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 | $1.18M | Sell |
7,608
-708
| -9% | -$110K | 0.56% | 40 |
|
2025
Q1 | $1.39M | Sell |
8,316
-349
| -4% | -$58.4K | 0.8% | 25 |
|
2024
Q4 | $1.26M | Sell |
8,665
-383
| -4% | -$55.5K | 0.74% | 26 |
|
2024
Q3 | $1.36M | Sell |
9,048
-270
| -3% | -$40.7K | 0.86% | 25 |
|
2024
Q2 | $1.45M | Sell |
9,318
-89
| -0.9% | -$13.8K | 0.98% | 24 |
|
2024
Q1 | $1.48M | Buy |
9,407
+65
| +0.7% | +$10.3K | 1.08% | 19 |
|
2023
Q4 | $1.4M | Buy |
9,342
+311
| +3% | +$46.5K | 1.19% | 17 |
|
2023
Q3 | $1.5M | Buy |
9,031
+2,554
| +39% | +$425K | 1.45% | 15 |
|
2023
Q2 | $999K | Buy |
6,477
+149
| +2% | +$23K | 1% | 24 |
|
2023
Q1 | $1.09M | Buy |
6,328
+221
| +4% | +$38.1K | 1.18% | 21 |
|
2022
Q4 | $1.07M | Sell |
6,107
-72
| -1% | -$12.6K | 1.36% | 17 |
|
2022
Q3 | $938K | Buy |
6,179
+785
| +15% | +$119K | 1.33% | 16 |
|
2022
Q2 | $883K | Buy |
5,394
+116
| +2% | +$19K | 1.16% | 24 |
|
2022
Q1 | $867K | Sell |
5,278
-24
| -0.5% | -$3.94K | 1.11% | 19 |
|
2021
Q4 | $648K | Buy |
5,302
+578
| +12% | +$70.6K | 0.86% | 28 |
|
2021
Q3 | $495K | Hold |
4,724
| – | – | 0.76% | 33 |
|
2021
Q2 | $495K | Buy |
4,724
+40
| +0.9% | +$4.19K | 0.78% | 33 |
|
2021
Q1 | $495K | Sell |
4,684
-50
| -1% | -$5.28K | 0.88% | 30 |
|
2020
Q4 | $400K | Buy |
4,734
+1,372
| +41% | +$116K | 0.78% | 32 |
|
2020
Q3 | $242K | Buy |
3,362
+967
| +40% | +$69.6K | 0.62% | 43 |
|
2020
Q2 | $214K | Buy |
+2,395
| New | +$214K | 0.69% | 39 |
|