MBA Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
4,900
-91
| -2% | -$13K | 0.32% | 66 |
|
|
2025
Q1 | $835K | Buy |
4,991
+225
| +5% | +$37.6K | 0.41% | 59 |
|
|
2024
Q4 | $690K | Sell |
4,766
-1,466
| -24% | -$212K | 0.35% | 61 |
|
|
2024
Q3 | $918K | Buy |
6,232
+377
| +6% | +$55.5K | 0.44% | 56 |
|
|
2024
Q2 | $916K | Sell |
5,855
-440
| -7% | -$68.8K | 0.47% | 53 |
|
|
2024
Q1 | $993K | Sell |
6,295
-164
| -3% | -$25.9K | 0.51% | 51 |
|
|
2023
Q4 | $963K | Sell |
6,459
-189
| -3% | -$28.2K | 0.54% | 46 |
|
|
2023
Q3 | $1.12M | Buy |
6,648
+111
| +2% | +$18.7K | 0.69% | 33 |
|
|
2023
Q2 | $1.03M | Buy |
6,537
+3
| +0% | +$472 | 0.61% | 43 |
|
|
2023
Q1 | $1.07M | Buy |
6,534
+261
| +4% | +$42.6K | 0.66% | 41 |
|
|
2022
Q4 | $1.13M | Sell |
6,273
-359
| -5% | -$64.4K | 0.74% | 34 |
|
|
2022
Q3 | $953K | Buy |
6,632
+606
| +10% | +$87.1K | 0.69% | 40 |
|
|
2022
Q2 | $872K | Sell |
6,026
-97
| -2% | -$14K | 0.6% | 44 |
|
|
2022
Q1 | $997K | Sell |
6,123
-1,225
| -17% | -$199K | 0.62% | 45 |
|
|
2021
Q4 | $862K | Buy |
7,348
+561
| +8% | +$65.8K | 0.53% | 51 |
|
|
2021
Q3 | $689K | Sell |
6,787
-687
| -9% | -$69.7K | 0.51% | 54 |
|
|
2021
Q2 | $783 | Buy |
7,474
+2,810
| +60% | +$294 | 0.36% | 47 |
|
|
2021
Q1 | $489 | Buy |
+4,664
| New | +$489 | 0.27% | 72 |
|