MeadowBrook Investment 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 | $854K | Buy |
5,965
+785
| +15% | +$112K | 0.76% | 32 |
|
|
2025
Q1 | $867K | Buy |
5,180
+1,450
| +39% | +$243K | 0.81% | 32 |
|
|
2024
Q4 | $540K | Buy |
3,730
+155
| +4% | +$22.5K | 0.48% | 46 |
|
|
2024
Q3 | $526K | Buy |
3,575
+1,368
| +62% | +$201K | 0.48% | 53 |
|
|
2024
Q2 | $345K | Buy |
2,207
+1,765
| +399% | +$276K | 0.33% | 70 |
|
|
2024
Q1 | $69.7K | Sell |
442
-200
| -31% | -$31.5K | 0.06% | 155 |
|
|
2023
Q4 | $95.8K | Buy |
+642
| New | +$95.8K | 0.09% | 137 |
|