Merit 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 | $18M | Buy |
125,966
+29,557
| +31% | +$4.23M | 0.2% | 85 |
|
|
2025
Q1 | $16.1M | Buy |
96,409
+14,712
| +18% | +$2.46M | 0.24% | 74 |
|
|
2024
Q4 | $11.8M | Buy |
81,697
+13,443
| +20% | +$1.95M | 0.21% | 86 |
|
|
2024
Q3 | $10.1M | Sell |
68,254
-7,915
| -10% | -$1.17M | 0.22% | 77 |
|
|
2024
Q2 | $11.9M | Buy |
76,169
+4,203
| +6% | +$657K | 0.26% | 66 |
|
|
2024
Q1 | $11.5M | Buy |
71,966
+29,666
| +70% | +$4.75M | 0.27% | 61 |
|
|
2023
Q4 | $6.31M | Sell |
42,300
-16,800
| -28% | -$2.51M | 0.19% | 79 |
|
|
2023
Q3 | $9.97M | Buy |
59,100
+470
| +0.8% | +$79.3K | 0.33% | 48 |
|
|
2023
Q2 | $9.23M | Buy |
58,630
+7,092
| +14% | +$1.12M | 0.3% | 52 |
|
|
2023
Q1 | $8.41M | Buy |
51,538
+3,342
| +7% | +$545K | 0.31% | 54 |
|
|
2022
Q4 | $8.65M | Buy |
48,196
+4,664
| +11% | +$837K | 0.31% | 49 |
|
|
2022
Q3 | $6.25M | Sell |
43,532
-25,498
| -37% | -$3.66M | 0.27% | 49 |
|
|
2022
Q2 | $9.99M | Buy |
69,030
+46,036
| +200% | +$6.66M | 0.31% | 42 |
|
|
2022
Q1 | $3.74M | Buy |
22,994
+15,555
| +209% | +$2.53M | 0.23% | 71 |
|
|
2021
Q4 | $873K | Sell |
7,439
-141
| -2% | -$16.5K | 0.09% | 110 |
|
|
2021
Q3 | $769K | Buy |
7,580
+238
| +3% | +$24.1K | 0.08% | 120 |
|
|
2021
Q2 | $769K | Sell |
7,342
-18
| -0.2% | -$1.89K | 0.07% | 122 |
|
|
2021
Q1 | $771K | Buy |
7,360
+993
| +16% | +$104K | 0.08% | 111 |
|
|
2020
Q4 | $538K | Sell |
6,367
-238
| -4% | -$20.1K | 0.05% | 133 |
|
|
2020
Q3 | $476K | Sell |
6,605
-3,003
| -31% | -$216K | 0.04% | 144 |
|
|
2020
Q2 | $857K | Sell |
9,608
-58
| -0.6% | -$5.17K | 0.09% | 89 |
|
|
2020
Q1 | $700K | Buy |
9,666
+509
| +6% | +$36.9K | 0.08% | 95 |
|
|
2019
Q4 | $1.1M | Buy |
+9,157
| New | +$1.1M | 0.1% | 87 |
|
|
2018
Q1 | – | Sell |
-3,088
| Closed | -$386K | – | 114 |
|
|
2017
Q4 | $386K | Buy |
+3,088
| New | +$386K | 0.08% | 57 |
|