MGB Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
4,291
+800
| +23% | +$115K | 0.2% | 104 |
|
|
2025
Q1 | $584K | Hold |
3,491
| – | – | 0.21% | 109 |
|
|
2024
Q4 | $506K | Sell |
3,491
-501
| -13% | -$72.6K | 0.16% | 114 |
|
|
2024
Q3 | $588K | Hold |
3,992
| – | – | 0.21% | 100 |
|
|
2024
Q2 | $621K | Sell |
3,992
-505
| -11% | -$78.6K | 0.23% | 97 |
|
|
2024
Q1 | $709K | Buy |
4,497
+580
| +15% | +$91.5K | 0.29% | 85 |
|
|
2023
Q4 | $584K | Buy |
+3,917
| New | +$584K | 0.29% | 94 |
|