MB, Levis & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
1,946
+10
| +0.5% | +$1.43K | 0.12% | 57 |
|
|
2025
Q1 | $324K | Sell |
1,936
-30
| -2% | -$5.02K | 0.15% | 56 |
|
|
2024
Q4 | $285K | Sell |
1,966
-65
| -3% | -$9.42K | 0.14% | 56 |
|
|
2024
Q3 | $299K | Buy |
2,031
+10
| +0.5% | +$1.47K | 0.15% | 55 |
|
|
2024
Q2 | $316K | Buy |
2,021
+10
| +0.5% | +$1.56K | 0.17% | 51 |
|
|
2024
Q1 | $317K | Buy |
2,011
+11
| +0.6% | +$1.74K | 0.17% | 52 |
|
|
2023
Q4 | $298K | Buy |
2,000
+11
| +0.6% | +$1.64K | 0.17% | 48 |
|
|
2023
Q3 | $335K | Buy |
1,989
+10
| +0.5% | +$1.69K | 0.22% | 48 |
|
|
2023
Q2 | $311K | Sell |
1,979
-90
| -4% | -$14.2K | 0.2% | 50 |
|
|
2023
Q1 | $338K | Buy |
2,069
+74
| +4% | +$12.1K | 0.24% | 45 |
|
|
2022
Q4 | $358K | Buy |
+1,995
| New | +$358K | 0.28% | 41 |
|