MWM
MinichMacGregor Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
3,543
+559
| +19% | +$80K | 0.11% | 69 |
|
|
2025
Q1 | $499K | Sell |
2,984
-16
| -0.5% | -$2.68K | 0.11% | 70 |
|
|
2024
Q4 | $435K | Sell |
3,000
-102
| -3% | -$14.8K | 0.09% | 74 |
|
|
2024
Q3 | $457K | Sell |
3,102
-115
| -4% | -$16.9K | 0.1% | 69 |
|
|
2024
Q2 | $503K | Hold |
3,217
| – | – | 0.12% | 63 |
|
|
2024
Q1 | $512K | Buy |
3,217
+65
| +2% | +$10.3K | 0.13% | 65 |
|
|
2023
Q4 | $470K | Buy |
3,152
+18
| +0.6% | +$2.69K | 0.14% | 57 |
|
|
2023
Q3 | $528K | Sell |
3,134
-21
| -0.7% | -$3.54K | 0.18% | 58 |
|
|
2023
Q2 | $496K | Sell |
3,155
-68
| -2% | -$10.7K | 0.16% | 59 |
|
|
2023
Q1 | $526K | Sell |
3,223
-47
| -1% | -$7.67K | 0.17% | 57 |
|
|
2022
Q4 | $587K | Buy |
3,270
+35
| +1% | +$6.28K | 0.21% | 48 |
|
|
2022
Q3 | $464K | Buy |
3,235
+1,221
| +61% | +$175K | 0.19% | 54 |
|
|
2022
Q2 | $291K | Buy |
+2,014
| New | +$291K | 0.12% | 60 |
|
|
2019
Q1 | – | Sell |
-11,654
| Closed | -$1.37M | – | 66 |
|
|
2018
Q4 | $1.37M | Buy |
11,654
+10,897
| +1,439% | +$1.28M | 0.94% | 41 |
|
|
2018
Q3 | $94K | Sell |
757
-707
| -48% | -$87.8K | 0.06% | 87 |
|
|
2018
Q2 | $181K | Buy |
1,464
+31
| +2% | +$3.83K | 0.13% | 46 |
|
|
2018
Q1 | $163K | Sell |
1,433
-134
| -9% | -$15.2K | 0.13% | 47 |
|
|
2017
Q4 | $196K | Buy |
1,567
+1
| +0.1% | +$125 | 0.15% | 38 |
|
|
2017
Q3 | $184K | Sell |
1,566
-47
| -3% | -$5.52K | 0.15% | 38 |
|
|
2017
Q2 | $168K | Sell |
1,613
-149
| -8% | -$15.5K | 0.15% | 44 |
|
|
2017
Q1 | $189K | Sell |
1,762
-42
| -2% | -$4.51K | 0.17% | 38 |
|
|
2016
Q4 | $212K | Buy |
1,804
+1,029
| +133% | +$121K | 0.2% | 34 |
|
|
2016
Q3 | $79K | Hold |
775
| – | – | 0.07% | 82 |
|
|
2016
Q2 | $81K | Sell |
775
-8
| -1% | -$836 | 0.08% | 78 |
|
|
2016
Q1 | $74K | Sell |
783
-29
| -4% | -$2.74K | 0.07% | 81 |
|
|
2015
Q4 | $83K | Buy |
+812
| New | +$83K | 0.08% | 71 |
|