Milestone Asset 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 | $1.26M | Sell |
8,800
-4,784
| -35% | -$685K | 0.27% | 69 |
|
|
2025
Q1 | $2.27M | Sell |
13,584
-11,737
| -46% | -$1.96M | 0.48% | 48 |
|
|
2024
Q4 | $3.67M | Buy |
25,321
+5,213
| +26% | +$755K | 0.81% | 32 |
|
|
2024
Q3 | $2.96M | Buy |
20,108
+1,643
| +9% | +$242K | 0.66% | 34 |
|
|
2024
Q2 | $2.89M | Buy |
18,465
+554
| +3% | +$86.7K | 0.72% | 31 |
|
|
2024
Q1 | $2.83M | Buy |
+17,911
| New | +$2.83M | 0.81% | 32 |
|