MGAM
McGowan Group Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
41,658
+881
| +2% | +$126K | 0.75% | 32 |
|
|
2025
Q1 | $6.82M | Buy |
40,777
+464
| +1% | +$77.6K | 0.9% | 27 |
|
|
2024
Q4 | $5.84M | Buy |
40,313
+52
| +0.1% | +$7.53K | 0.78% | 31 |
|
|
2024
Q3 | $5.93M | Sell |
40,261
-1,134
| -3% | -$167K | 0.78% | 31 |
|
|
2024
Q2 | $6.48M | Buy |
41,395
+1,156
| +3% | +$181K | 0.9% | 27 |
|
|
2024
Q1 | $6.35M | Sell |
40,239
-124
| -0.3% | -$19.6K | 0.92% | 28 |
|
|
2023
Q4 | $6.02M | Buy |
40,363
+15,509
| +62% | +$2.31M | 0.97% | 26 |
|
|
2023
Q3 | $4.19M | Buy |
24,854
+13,320
| +115% | +$2.25M | 0.66% | 31 |
|
|
2023
Q2 | $1.81M | Buy |
11,534
+424
| +4% | +$66.7K | 0.28% | 47 |
|
|
2023
Q1 | $1.81M | Buy |
11,110
+3,478
| +46% | +$567K | 0.29% | 45 |
|
|
2022
Q4 | $1.37M | Buy |
7,632
+1,969
| +35% | +$353K | 0.22% | 48 |
|
|
2022
Q3 | $814K | Buy |
5,663
+240
| +4% | +$34.5K | 0.14% | 51 |
|
|
2022
Q2 | $785K | Buy |
5,423
+123
| +2% | +$17.8K | 0.13% | 52 |
|
|
2022
Q1 | $863K | Buy |
5,300
+2,202
| +71% | +$359K | 0.13% | 54 |
|
|
2021
Q4 | $364K | Buy |
+3,098
| New | +$364K | 0.06% | 86 |
|