McBroom & 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 | $602K | Hold |
3,597
| – | – | 0.34% | 32 |
|
|
2025
Q1 | $602K | Hold |
3,597
| – | – | 0.34% | 32 |
|
|
2024
Q4 | $521K | Hold |
3,597
| – | – | 0.29% | 32 |
|
|
2024
Q3 | $530K | Hold |
3,597
| – | – | 0.32% | 31 |
|
|
2024
Q2 | $563K | Hold |
3,597
| – | – | 0.35% | 30 |
|
|
2024
Q1 | $567K | Hold |
3,597
| – | – | 0.37% | 29 |
|
|
2023
Q4 | $537K | Sell |
3,597
-6
| -0.2% | -$895 | 0.39% | 29 |
|
|
2023
Q3 | $608K | Buy |
3,603
+282
| +8% | +$47.6K | 0.48% | 30 |
|
|
2023
Q2 | $523K | Buy |
3,321
+906
| +38% | +$143K | 0.41% | 30 |
|
|
2023
Q1 | $394K | Sell |
2,415
-285
| -11% | -$46.5K | 0.35% | 31 |
|
|
2022
Q4 | $485K | Hold |
2,700
| – | – | 0.53% | 30 |
|
|
2022
Q3 | $388K | Buy |
+2,700
| New | +$388K | 0.44% | 28 |
|