MBE Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,551
-5
| -0.3% | -$716 | 0.1% | 122 |
|
|
2025
Q1 | $260K | Sell |
1,556
-65
| -4% | -$10.9K | 0.12% | 97 |
|
|
2024
Q4 | $235K | Buy |
+1,621
| New | +$235K | 0.13% | 85 |
|
|
2022
Q2 | – | Sell |
-1,342
| Closed | -$218K | – | 64 |
|
|
2022
Q1 | $218K | Buy |
+1,342
| New | +$218K | 0.13% | 66 |
|
|
2020
Q2 | – | Sell |
-1,435
| Closed | -$103K | – | 146 |
|
|
2020
Q1 | $103K | Buy |
+1,435
| New | +$103K | 0.1% | 69 |
|