McAlister Sweet & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,543
| Closed | -$258K | – | 29 |
|
|
2025
Q1 | $258K | Buy |
+1,543
| New | +$258K | 0.2% | 26 |
|
|
2024
Q4 | – | Sell |
-28,400
| Closed | -$4.18M | – | 22 |
|
|
2024
Q3 | $4.18M | Buy |
28,400
+3,109
| +12% | +$458K | 3.45% | 14 |
|
|
2024
Q2 | $3.96M | Buy |
25,291
+369
| +1% | +$57.7K | 2.84% | 12 |
|
|
2024
Q1 | $3.93M | Buy |
24,922
+5,331
| +27% | +$841K | 3.09% | 11 |
|
|
2023
Q4 | $2.92M | Buy |
+19,591
| New | +$2.92M | 2.71% | 13 |
|