Midwest Professional Planners Ltd (MPPL)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
7,950
+320
| +4% | +$45.8K | 0.3% | 83 |
|
|
2025
Q1 | $1.28M | Buy |
7,630
+247
| +3% | +$41.3K | 0.4% | 79 |
|
|
2024
Q4 | $1.07M | Buy |
7,383
+79
| +1% | +$11.4K | 0.32% | 94 |
|
|
2024
Q3 | $1.08M | Sell |
7,304
-514
| -7% | -$75.7K | 0.33% | 86 |
|
|
2024
Q2 | $1.22M | Sell |
7,818
-4,140
| -35% | -$648K | 0.41% | 71 |
|
|
2024
Q1 | $1.89M | Sell |
11,958
-69
| -0.6% | -$10.9K | 0.66% | 45 |
|
|
2023
Q4 | $1.79M | Buy |
12,027
+650
| +6% | +$97K | 0.72% | 42 |
|
|
2023
Q3 | $1.92M | Buy |
11,377
+2,152
| +23% | +$363K | 0.86% | 34 |
|
|
2023
Q2 | $1.45M | Buy |
9,225
+1,732
| +23% | +$273K | 0.64% | 49 |
|
|
2023
Q1 | $1.22M | Buy |
7,493
+565
| +8% | +$92.2K | 0.6% | 48 |
|
|
2022
Q4 | $1.24M | Buy |
6,928
+486
| +8% | +$87.2K | 0.69% | 45 |
|
|
2022
Q3 | $925K | Buy |
6,442
+607
| +10% | +$87.2K | 0.55% | 53 |
|
|
2022
Q2 | $845K | Buy |
5,835
+341
| +6% | +$49.4K | 0.48% | 55 |
|
|
2022
Q1 | $895K | Buy |
5,494
+383
| +7% | +$62.4K | 0.44% | 58 |
|
|
2021
Q4 | $600K | Buy |
5,111
+168
| +3% | +$19.7K | 0.29% | 74 |
|
|
2021
Q3 | $501K | Buy |
4,943
+102
| +2% | +$10.3K | 0.27% | 79 |
|
|
2021
Q2 | $507K | Buy |
4,841
+1,620
| +50% | +$170K | 0.26% | 77 |
|
|
2021
Q1 | $233K | Sell |
3,221
-1,473
| -31% | -$107K | 0.23% | 77 |
|
|
2020
Q4 | $396K | Buy |
4,694
+159
| +4% | +$13.4K | 0.24% | 76 |
|
|
2020
Q3 | $327K | Buy |
4,535
+195
| +4% | +$14.1K | 0.23% | 80 |
|
|
2020
Q2 | $387K | Buy |
4,340
+1,119
| +35% | +$99.8K | 0.3% | 76 |
|
|
2020
Q1 | $233K | Buy |
3,221
+244
| +8% | +$17.7K | 0.23% | 78 |
|
|
2019
Q4 | $359K | Buy |
2,977
+149
| +5% | +$18K | 0.29% | 71 |
|
|
2019
Q3 | $335K | Buy |
2,828
+10
| +0.4% | +$1.19K | 0.3% | 70 |
|
|
2019
Q2 | $351K | Buy |
2,818
+58
| +2% | +$7.22K | 0.33% | 69 |
|
|
2019
Q1 | $340K | Buy |
2,760
+161
| +6% | +$19.8K | 0.33% | 68 |
|
|
2018
Q4 | $283K | Sell |
2,599
-83
| -3% | -$9.04K | 0.3% | 66 |
|
|
2018
Q3 | $328K | Sell |
2,682
-17
| -0.6% | -$2.08K | 0.3% | 69 |
|
|
2018
Q2 | $341K | Buy |
2,699
+32
| +1% | +$4.04K | 0.3% | 66 |
|
|
2018
Q1 | $304K | Buy |
2,667
+114
| +4% | +$13K | 0.27% | 72 |
|
|
2017
Q4 | $320K | Buy |
+2,553
| New | +$320K | 0.29% | 69 |
|