Meridian Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,306
| Closed | -$219K | – | 112 |
|
|
2025
Q1 | $219K | Sell |
1,306
-848
| -39% | -$142K | 0.03% | 96 |
|
|
2024
Q4 | $312K | Buy |
2,154
+103
| +5% | +$14.9K | 0.05% | 86 |
|
|
2024
Q3 | $302K | Sell |
2,051
-399
| -16% | -$58.8K | 0.05% | 83 |
|
|
2024
Q2 | $383K | Buy |
2,450
+197
| +9% | +$30.8K | 0.07% | 70 |
|
|
2024
Q1 | $355K | Buy |
2,253
+303
| +16% | +$47.8K | 0.06% | 74 |
|
|
2023
Q4 | $291K | Sell |
1,950
-156
| -7% | -$23.3K | 0.06% | 77 |
|
|
2023
Q3 | $355K | Buy |
2,106
+154
| +8% | +$26K | 0.07% | 63 |
|
|
2023
Q2 | $307K | Buy |
1,952
+85
| +5% | +$13.4K | 0.06% | 66 |
|
|
2023
Q1 | $305K | Buy |
1,867
+46
| +3% | +$7.5K | 0.07% | 67 |
|
|
2022
Q4 | $327K | Buy |
1,821
+131
| +8% | +$23.5K | 0.08% | 57 |
|
|
2022
Q3 | $243K | Sell |
1,690
-61
| -3% | -$8.77K | 0.06% | 69 |
|
|
2022
Q2 | $254K | Buy |
+1,751
| New | +$254K | 0.06% | 65 |
|
|
2021
Q2 | – | Sell |
-1,171
| Closed | -$122K | – | 373 |
|
|
2021
Q1 | $122K | Sell |
1,171
-33
| -3% | -$3.44K | 0.04% | 96 |
|
|
2020
Q4 | $101K | Buy |
1,204
+289
| +32% | +$24.2K | 0.04% | 101 |
|
|
2020
Q3 | $66K | Sell |
915
-249
| -21% | -$18K | 0.03% | 110 |
|
|
2020
Q2 | $104K | Buy |
1,164
+364
| +46% | +$32.5K | 0.06% | 87 |
|
|
2020
Q1 | $58K | Sell |
800
-232
| -22% | -$16.8K | 0.03% | 114 |
|
|
2019
Q4 | $124K | Buy |
+1,032
| New | +$124K | 0.08% | 81 |
|