Mill Creek Capital 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 | $550K | Sell |
3,840
-593
| -13% | -$84.9K | 0.01% | 154 |
|
|
2025
Q1 | $742K | Sell |
4,433
-521
| -11% | -$87.2K | 0.02% | 129 |
|
|
2024
Q4 | $718K | Buy |
4,954
+1,243
| +33% | +$180K | 0.02% | 137 |
|
|
2024
Q3 | $547K | Sell |
3,711
-503
| -12% | -$74.1K | 0.01% | 157 |
|
|
2024
Q2 | $659K | Buy |
4,214
+131
| +3% | +$20.5K | 0.02% | 149 |
|
|
2024
Q1 | $644K | Sell |
4,083
-231
| -5% | -$36.4K | 0.02% | 140 |
|
|
2023
Q4 | $643K | Buy |
4,314
+205
| +5% | +$30.6K | 0.02% | 138 |
|
|
2023
Q3 | $693K | Sell |
4,109
-588
| -13% | -$99.1K | 0.02% | 116 |
|
|
2023
Q2 | $739K | Buy |
4,697
+794
| +20% | +$125K | 0.02% | 119 |
|
|
2023
Q1 | $637K | Sell |
3,903
-90
| -2% | -$14.7K | 0.02% | 133 |
|
|
2022
Q4 | $717K | Buy |
+3,993
| New | +$717K | 0.03% | 117 |
|