MBM Wealth Consultants’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-150	Closed	-$24K	–	145
2023 Q1	$24K	Hold	150	–	–	0.01%	183
2022 Q4	$3K	Hold	150	–	–	﹤0.01%	285
2022 Q3	$23K	Sell	150 -150	-50%	-$23K	0.01%	186
2022 Q2	$43K	Hold	300	–	–	0.02%	167
2022 Q1	$49K	Hold	300	–	–	0.02%	181
2021 Q4	$35K	Hold	300	–	–	0.01%	185
2021 Q3	$30K	Hold	300	–	–	0.01%	181
2021 Q2	$31K	Hold	300	–	–	0.01%	164
2021 Q1	$31K	Hold	300	–	–	0.02%	162
2020 Q4	$25K	Sell	300 -389	-56%	-$32.4K	0.01%	162
2020 Q3	$50K	Hold	689	–	–	0.03%	127
2020 Q2	$61K	Hold	689	–	–	0.04%	108
2020 Q1	$50K	Hold	689	–	–	0.04%	108
2019 Q4	$83K	Buy	689 +264	+62%	+$31.8K	0.06%	103
2019 Q3	$50K	Hold	425	–	–	0.04%	121
2019 Q2	$53K	Hold	425	–	–	0.04%	120
2019 Q1	$52K	Sell	425 -8,952	-95%	-$1.1M	0.05%	123
2018 Q4	$1.02M	Buy	+9,377	New	+$1.02M	0.99%	26