McCarthy Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $235K | Sell |
|
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|
2023
Q2 | $234K | Sell |
|
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $196K | Sell |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $225K | Buy |
|