MBL Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
6,384
-336
| -5% | -$48.1K | 0.09% | 109 |
|
|
2025
Q1 | $1.12M | Buy |
6,720
+411
| +7% | +$68.8K | 0.11% | 85 |
|
|
2024
Q4 | $914K | Sell |
6,309
-55
| -0.9% | -$7.97K | 0.09% | 100 |
|
|
2024
Q3 | $937K | Sell |
6,364
-240
| -4% | -$35.3K | 0.1% | 96 |
|
|
2024
Q2 | $1.03M | Sell |
6,604
-1,241
| -16% | -$194K | 0.12% | 85 |
|
|
2024
Q1 | $1.24M | Sell |
7,845
-278
| -3% | -$43.9K | 0.14% | 74 |
|
|
2023
Q4 | $1.21M | Buy |
8,123
+228
| +3% | +$34K | 0.15% | 68 |
|
|
2023
Q3 | $1.33M | Sell |
7,895
-292
| -4% | -$49.2K | 0.19% | 60 |
|
|
2023
Q2 | $1.29M | Buy |
8,187
+319
| +4% | +$50.2K | 0.18% | 61 |
|
|
2023
Q1 | $1.28M | Buy |
7,868
+226
| +3% | +$36.9K | 0.2% | 58 |
|
|
2022
Q4 | $1.37M | Buy |
7,642
+204
| +3% | +$36.6K | 0.26% | 58 |
|
|
2022
Q3 | $1.07M | Buy |
7,438
+2,701
| +57% | +$388K | 0.23% | 63 |
|
|
2022
Q2 | $686K | Buy |
4,737
+194
| +4% | +$28.1K | 0.17% | 75 |
|
|
2022
Q1 | $740K | Buy |
+4,543
| New | +$740K | 0.18% | 76 |
|
|
2021
Q1 | $392K | Buy |
3,738
+419
| +13% | +$43.9K | 0.14% | 102 |
|
|
2020
Q4 | $280K | Buy |
+3,319
| New | +$280K | 0.11% | 103 |
|