Menard Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
11,962
-617
| -5% | -$88.4K | 1.02% | 21 |
|
|
2025
Q1 | $1.71M | Buy |
12,579
+1,084
| +9% | +$147K | 1.12% | 20 |
|
|
2024
Q4 | $1.66M | Sell |
11,495
-173
| -1% | -$25.1K | 1% | 20 |
|
|
2024
Q3 | $1.72M | Sell |
11,668
-779
| -6% | -$115K | 1.13% | 16 |
|
|
2024
Q2 | $1.95M | Buy |
12,447
+3,304
| +36% | +$517K | 1.39% | 14 |
|
|
2024
Q1 | $1.44M | Sell |
9,143
-861
| -9% | -$136K | 1.21% | 18 |
|
|
2023
Q4 | $1.49M | Buy |
10,004
+111
| +1% | +$16.6K | 1.85% | 10 |
|
|
2023
Q3 | $1.67M | Buy |
9,893
+337
| +4% | +$56.8K | 2.41% | 8 |
|
|
2023
Q2 | $1.5M | Sell |
9,556
-428
| -4% | -$67.3K | 3.09% | 8 |
|
|
2023
Q1 | $1.63M | Buy |
9,984
+979
| +11% | +$160K | 3.77% | 5 |
|
|
2022
Q4 | $1.62M | Sell |
9,005
-2,261
| -20% | -$406K | 3.85% | 4 |
|
|
2022
Q3 | $1.62M | Sell |
11,266
-153
| -1% | -$22K | 2.93% | 6 |
|
|
2022
Q2 | $1.65M | Buy |
11,419
+6,586
| +136% | +$953K | 2.71% | 7 |
|
|
2022
Q1 | $787K | Hold |
4,833
| – | – | 0.78% | 34 |
|
|
2021
Q4 | $567K | Sell |
4,833
-616
| -11% | -$72.3K | 0.46% | 57 |
|
|
2021
Q3 | $553K | Sell |
5,449
-10
| -0.2% | -$1.02K | 0.48% | 52 |
|
|
2021
Q2 | $572K | Buy |
5,459
+671
| +14% | +$70.3K | 0.54% | 49 |
|
|
2021
Q1 | $502K | Buy |
4,788
+402
| +9% | +$42.1K | 0.54% | 50 |
|
|
2020
Q4 | $370K | Sell |
4,386
-46
| -1% | -$3.88K | 0.4% | 75 |
|
|
2020
Q3 | $319K | Sell |
4,432
-2,336
| -35% | -$168K | 0.37% | 73 |
|
|
2020
Q2 | $604K | Buy |
+6,768
| New | +$604K | 0.76% | 28 |
|
|
2020
Q1 | – | Sell |
-8,178
| Closed | -$986K | – | 48 |
|
|
2019
Q4 | $986K | Buy |
+8,178
| New | +$986K | 0.95% | 30 |
|