MAM
McLean Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
2,145
-79
| -4% | -$11.7K | 0.08% | 116 |
|
|
2025
Q1 | $305K | Buy |
2,224
+15
| +0.7% | +$2.05K | 0.1% | 102 |
|
|
2024
Q4 | $320K | Buy |
2,209
+290
| +15% | +$42K | 0.1% | 105 |
|
|
2024
Q3 | $289K | Sell |
1,919
-31
| -2% | -$4.67K | 0.09% | 117 |
|
|
2024
Q2 | $302K | Buy |
1,950
+108
| +6% | +$16.8K | 0.1% | 108 |
|
|
2024
Q1 | $298K | Buy |
1,842
+12
| +0.7% | +$1.94K | 0.1% | 107 |
|
|
2023
Q4 | $275K | Sell |
1,830
-113
| -6% | -$17K | 0.1% | 109 |
|
|
2023
Q3 | $324K | Buy |
1,943
+176
| +10% | +$29.3K | 0.13% | 85 |
|
|
2023
Q2 | $278K | Sell |
1,767
-29
| -2% | -$4.56K | 0.11% | 100 |
|
|
2023
Q1 | $293K | Sell |
1,796
-185
| -9% | -$30.2K | 0.12% | 96 |
|
|
2022
Q4 | $356K | Buy |
1,981
+99
| +5% | +$17.8K | 0.12% | 88 |
|
|
2022
Q3 | $301K | Sell |
1,882
-27
| -1% | -$4.32K | 0.12% | 90 |
|
|
2022
Q2 | $269K | Buy |
1,909
+76
| +4% | +$10.7K | 0.11% | 91 |
|
|
2022
Q1 | $298K | Buy |
1,833
+84
| +5% | +$13.7K | 0.22% | 79 |
|
|
2021
Q4 | $223K | Buy |
+1,749
| New | +$223K | 0.09% | 121 |
|