McElhenny Sheffield Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
4,378
-4
| -0.1% | -$573 | 0.17% | 36 |
|
|
2025
Q1 | $733K | Buy |
4,382
+1
| +0% | +$167 | 0.27% | 25 |
|
|
2024
Q4 | $635K | Sell |
4,381
-26
| -0.6% | -$3.77K | 0.21% | 27 |
|
|
2024
Q3 | $649K | Sell |
4,407
-75
| -2% | -$11K | 0.21% | 32 |
|
|
2024
Q2 | $701K | Buy |
4,482
+7
| +0.2% | +$1.1K | 0.24% | 31 |
|
|
2024
Q1 | $706K | Buy |
4,475
+19
| +0.4% | +$3K | 0.25% | 32 |
|
|
2023
Q4 | $665K | Buy |
4,456
+35
| +0.8% | +$5.22K | 0.27% | 32 |
|
|
2023
Q3 | $745K | Hold |
4,421
| – | – | 0.38% | 24 |
|
|
2023
Q2 | $696K | Buy |
4,421
+39
| +0.9% | +$6.14K | 0.3% | 37 |
|
|
2023
Q1 | $715K | Buy |
4,382
+216
| +5% | +$35.2K | 0.38% | 51 |
|
|
2022
Q4 | $748K | Sell |
4,166
-25
| -0.6% | -$4.49K | 0.35% | 44 |
|
|
2022
Q3 | $602K | Hold |
4,191
| – | – | 0.46% | 42 |
|
|
2022
Q2 | $607K | Hold |
4,191
| – | – | 0.28% | 50 |
|
|
2022
Q1 | $682K | Sell |
4,191
-5
| -0.1% | -$814 | 0.24% | 59 |
|
|
2021
Q4 | $492K | Sell |
4,196
-765
| -15% | -$89.7K | 0.18% | 74 |
|
|
2021
Q3 | $503K | Buy |
+4,961
| New | +$503K | 0.23% | 68 |
|