Midland Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
14,247
+565
| +4% | +$80.9K | 0.11% | 45 |
|
|
2025
Q1 | $2.29M | Sell |
13,682
-876
| -6% | -$147K | 0.13% | 40 |
|
|
2024
Q4 | $2.11M | Sell |
14,558
-953
| -6% | -$138K | 0.13% | 49 |
|
|
2024
Q3 | $2.28M | Sell |
15,511
-235
| -1% | -$34.6K | 0.13% | 46 |
|
|
2024
Q2 | $2.46M | Sell |
15,746
-949
| -6% | -$148K | 0.15% | 42 |
|
|
2024
Q1 | $2.63M | Sell |
16,695
-142
| -0.8% | -$22.4K | 0.16% | 35 |
|
|
2023
Q4 | $2.51M | Buy |
+16,837
| New | +$2.51M | 0.17% | 32 |
|