McAdam LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
4,112
+309
| +8% | +$44.2K | 0.03% | 187 |
|
|
2025
Q1 | $636K | Sell |
3,803
-7
| -0.2% | -$1.17K | 0.04% | 163 |
|
|
2024
Q4 | $552K | Buy |
3,810
+138
| +4% | +$20K | 0.03% | 190 |
|
|
2024
Q3 | $541K | Buy |
3,672
+68
| +2% | +$10K | 0.03% | 190 |
|
|
2024
Q2 | $564K | Buy |
3,604
+107
| +3% | +$16.7K | 0.03% | 167 |
|
|
2024
Q1 | $552K | Buy |
3,497
+57
| +2% | +$8.99K | 0.04% | 163 |
|
|
2023
Q4 | $513K | Sell |
3,440
-92
| -3% | -$13.7K | 0.04% | 160 |
|
|
2023
Q3 | $596K | Buy |
3,532
+493
| +16% | +$83.1K | 0.05% | 141 |
|
|
2023
Q2 | $478K | Buy |
3,039
+264
| +10% | +$41.5K | 0.04% | 156 |
|
|
2023
Q1 | $453K | Buy |
+2,775
| New | +$453K | 0.04% | 159 |
|
|
2022
Q4 | – | Sell |
-1,679
| Closed | -$241K | – | 196 |
|
|
2022
Q3 | $241K | Buy |
+1,679
| New | +$241K | 0.03% | 194 |
|
|
2018
Q4 | – | Sell |
-440
| Closed | -$55K | – | 168 |
|
|
2018
Q3 | $55K | Buy |
440
+100
| +29% | +$12.5K | 0.02% | 156 |
|
|
2018
Q2 | $43K | Buy |
340
+6
| +2% | +$759 | 0.02% | 165 |
|
|
2018
Q1 | $38K | Buy |
+334
| New | +$38K | 0.02% | 176 |
|