McElhenny Sheffield Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $716K | Buy |
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|
2025
Q2 | $627K | Sell |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $649K | Sell |
|
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|
2024
Q2 | $701K | Buy |
|
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $745K | Hold |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $715K | Buy |
|
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $602K | Hold |
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|
2022
Q2 | $607K | Hold |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $503K | Buy |
|