Midwest Heritage Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
2,668
-5
| -0.2% | -$716 | 0.14% | 38 |
|
|
2025
Q1 | $447K | Buy |
2,673
+123
| +5% | +$20.6K | 0.18% | 34 |
|
|
2024
Q4 | $369K | Buy |
2,550
+2
| +0.1% | +$290 | 0.17% | 40 |
|
|
2024
Q3 | $375K | Sell |
2,548
-82
| -3% | -$12.1K | 0.18% | 40 |
|
|
2024
Q2 | $411K | Buy |
2,630
+417
| +19% | +$65.2K | 0.21% | 37 |
|
|
2024
Q1 | $349K | Sell |
2,213
-54
| -2% | -$8.52K | 0.18% | 41 |
|
|
2023
Q4 | $338K | Sell |
2,267
-133
| -6% | -$19.8K | 0.23% | 38 |
|
|
2023
Q3 | $405K | Hold |
2,400
| – | – | 0.3% | 32 |
|
|
2023
Q2 | $378K | Hold |
2,400
| – | – | 0.29% | 36 |
|
|
2023
Q1 | $392K | Hold |
2,400
| – | – | 0.32% | 34 |
|
|
2022
Q4 | $431K | Buy |
2,400
+1,000
| +71% | +$179K | 0.42% | 39 |
|
|
2022
Q3 | $201K | Sell |
1,400
-51
| -4% | -$7.32K | 0.21% | 60 |
|
|
2022
Q2 | $210K | Hold |
1,451
| – | – | 0.19% | 61 |
|
|
2022
Q1 | $236K | Buy |
+1,451
| New | +$236K | 0.19% | 56 |
|