Meadow Creek Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
5,183
-85
| -2% | -$12.2K | 0.5% | 38 |
|
|
2025
Q1 | $881K | Sell |
5,268
-414
| -7% | -$69.3K | 0.66% | 36 |
|
|
2024
Q4 | $823K | Buy |
5,682
+50
| +0.9% | +$7.24K | 0.59% | 38 |
|
|
2024
Q3 | $829K | Buy |
5,632
+424
| +8% | +$62.4K | 0.66% | 38 |
|
|
2024
Q2 | $815K | Buy |
5,208
+415
| +9% | +$64.9K | 0.77% | 33 |
|
|
2024
Q1 | $756K | Sell |
4,793
-6
| -0.1% | -$946 | 0.53% | 47 |
|
|
2023
Q4 | $716K | Buy |
+4,799
| New | +$716K | 0.7% | 33 |
|
|
2022
Q3 | $549K | Buy |
3,820
+142
| +4% | +$20.4K | 0.73% | 31 |
|
|
2022
Q2 | $533K | Sell |
3,678
-740
| -17% | -$107K | 0.66% | 35 |
|
|
2022
Q1 | $719K | Sell |
4,418
-71
| -2% | -$11.6K | 0.78% | 26 |
|
|
2021
Q4 | $527K | Buy |
+4,489
| New | +$527K | 0.5% | 48 |
|
|
2019
Q4 | $561K | Buy |
+4,651
| New | +$561K | 0.78% | 31 |
|