Midwest 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 | $457K | Buy |
3,193
+16
| +0.5% | +$2.29K | 0.24% | 70 |
|
|
2025
Q1 | $531K | Hold |
3,177
| – | – | 0.31% | 62 |
|
|
2024
Q4 | $460K | Buy |
3,177
+14
| +0.4% | +$2.03K | 0.26% | 70 |
|
|
2024
Q3 | $466K | Sell |
3,163
-51
| -2% | -$7.51K | 0.27% | 69 |
|
|
2024
Q2 | $503K | Buy |
3,214
+18
| +0.6% | +$2.82K | 0.32% | 68 |
|
|
2024
Q1 | $504K | Buy |
3,196
+165
| +5% | +$26K | 0.34% | 66 |
|
|
2023
Q4 | $452K | Buy |
3,031
+402
| +15% | +$59.9K | 0.34% | 69 |
|
|
2023
Q3 | $443K | Buy |
2,629
+11
| +0.4% | +$1.85K | 0.38% | 68 |
|
|
2023
Q2 | $412K | Sell |
2,618
-39
| -1% | -$6.14K | 0.35% | 72 |
|
|
2023
Q1 | $434K | Buy |
+2,657
| New | +$434K | 0.4% | 59 |
|