Mechanics Financial Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
12,329
-15
| -0.1% | -$2.15K | 0.75% | 27 |
|
|
2025
Q1 | $2.07M | Hold |
12,344
| – | – | 0.94% | 22 |
|
|
2024
Q4 | $1.79M | Sell |
12,344
-75
| -0.6% | -$10.9K | 0.8% | 25 |
|
|
2024
Q3 | $1.83M | Buy |
12,419
+1,335
| +12% | +$197K | 0.8% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
11,084
+156
| +1% | +$24.4K | 0.89% | 24 |
|
|
2024
Q1 | $1.72M | Buy |
10,928
+397
| +4% | +$62.6K | 0.9% | 26 |
|
|
2023
Q4 | $1.57M | Buy |
10,531
+17
| +0.2% | +$2.54K | 0.88% | 26 |
|
|
2023
Q3 | $1.77M | Sell |
10,514
-25
| -0.2% | -$4.22K | 0.98% | 22 |
|
|
2023
Q2 | $1.66M | Buy |
10,539
+405
| +4% | +$63.7K | 0.9% | 22 |
|
|
2023
Q1 | $1.65M | Sell |
10,134
-691
| -6% | -$113K | 0.96% | 21 |
|
|
2022
Q4 | $1.94M | Buy |
10,825
+882
| +9% | +$158K | 1.16% | 19 |
|
|
2022
Q3 | $1.43M | Buy |
9,943
+30
| +0.3% | +$4.31K | 0.93% | 22 |
|
|
2022
Q2 | $1.44M | Buy |
9,913
+50
| +0.5% | +$7.24K | 0.86% | 23 |
|
|
2022
Q1 | $1.61M | Sell |
9,863
-1,100
| -10% | -$179K | 0.82% | 22 |
|
|
2021
Q4 | $1.29M | Buy |
+10,963
| New | +$1.29M | 0.61% | 32 |
|