Meridian Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
1,860
| – | – | 0.17% | 100 |
|
|
2025
Q1 | $311K | Hold |
1,860
| – | – | 0.22% | 89 |
|
|
2024
Q4 | $269K | Sell |
1,860
-599
| -24% | -$86.7K | 0.19% | 95 |
|
|
2024
Q3 | $362K | Sell |
2,459
-1
| -0% | -$147 | 0.24% | 79 |
|
|
2024
Q2 | $385K | Hold |
2,460
| – | – | 0.28% | 66 |
|
|
2024
Q1 | $388K | Buy |
2,460
+1
| +0% | +$158 | 0.29% | 66 |
|
|
2023
Q4 | $367K | Buy |
2,459
+250
| +11% | +$37.3K | 0.29% | 65 |
|
|
2023
Q3 | $373K | Hold |
2,209
| – | – | 0.35% | 56 |
|
|
2023
Q2 | $348K | Hold |
2,209
| – | – | 0.31% | 64 |
|
|
2023
Q1 | $361K | Hold |
2,209
| – | – | 0.35% | 58 |
|
|
2022
Q4 | $397K | Hold |
2,209
| – | – | 0.42% | 51 |
|
|
2022
Q3 | $317K | Sell |
2,209
-1
| -0% | -$144 | 0.37% | 57 |
|
|
2022
Q2 | $320K | Hold |
2,210
| – | – | 0.36% | 60 |
|
|
2022
Q1 | $360K | Buy |
2,210
+450
| +26% | +$73.3K | 0.37% | 56 |
|
|
2021
Q4 | $206K | Buy |
+1,760
| New | +$206K | 0.19% | 94 |
|