MFA
Mayflower Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
22,362
+845
| +4% | +$121K | 0.45% | 56 |
|
|
2025
Q1 | $3.6M | Sell |
21,517
-68
| -0.3% | -$11.4K | 0.55% | 47 |
|
|
2024
Q4 | $3.13M | Buy |
21,585
+4,289
| +25% | +$621K | 0.47% | 53 |
|
|
2024
Q3 | $2.55M | Buy |
17,296
+2,216
| +15% | +$326K | 0.38% | 61 |
|
|
2024
Q2 | $2.36M | Sell |
15,080
-1,623
| -10% | -$254K | 0.39% | 64 |
|
|
2024
Q1 | $2.63M | Sell |
16,703
-72,861
| -81% | -$11.5M | 0.44% | 60 |
|
|
2023
Q4 | $13.4M | Sell |
89,564
-3,267
| -4% | -$487K | 1.84% | 11 |
|
|
2023
Q3 | $15.7M | Buy |
92,831
+554
| +0.6% | +$93.4K | 2.34% | 7 |
|
|
2023
Q2 | $14.5M | Sell |
92,277
-100
| -0.1% | -$15.7K | 1.88% | 10 |
|
|
2023
Q1 | $15.1M | Buy |
92,377
+264
| +0.3% | +$43.1K | 1.98% | 10 |
|
|
2022
Q4 | $16.5M | Buy |
92,113
+1,453
| +2% | +$261K | 2.3% | 6 |
|
|
2022
Q3 | $13M | Buy |
90,660
+810
| +0.9% | +$116K | 2.1% | 10 |
|
|
2022
Q2 | $13M | Sell |
89,850
-12
| -0% | -$1.74K | 1.99% | 10 |
|
|
2022
Q1 | $14.6M | Sell |
89,862
-750
| -0.8% | -$122K | 1.97% | 12 |
|
|
2021
Q4 | $10.6M | Buy |
90,612
+824
| +0.9% | +$96.7K | 1.41% | 16 |
|
|
2021
Q3 | $10M | Buy |
89,788
+20,172
| +29% | +$2.25M | 1.35% | 17 |
|
|
2021
Q2 | $7.29M | Buy |
69,616
+10,077
| +17% | +$1.06M | 1% | 25 |
|
|
2021
Q1 | $6.24M | Buy |
59,539
+576
| +1% | +$60.4K | 0.93% | 25 |
|
|
2020
Q4 | $4.98M | Buy |
+58,963
| New | +$4.98M | 0.86% | 26 |
|