Mission Wealth 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 | $7.98M | Sell |
55,747
-1,199
| -2% | -$172K | 0.17% | 72 |
|
|
2025
Q1 | $9.53M | Buy |
56,946
+17,472
| +44% | +$2.92M | 0.23% | 59 |
|
|
2024
Q4 | $5.72M | Buy |
39,474
+4,893
| +14% | +$709K | 0.13% | 85 |
|
|
2024
Q3 | $5.09M | Buy |
34,581
+2,650
| +8% | +$390K | 0.12% | 87 |
|
|
2024
Q2 | $4.99M | Sell |
31,931
-4,426
| -12% | -$692K | 0.13% | 87 |
|
|
2024
Q1 | $5.73M | Buy |
36,357
+6,492
| +22% | +$1.02M | 0.15% | 92 |
|
|
2023
Q4 | $4.45M | Buy |
29,865
+1,178
| +4% | +$176K | 0.14% | 83 |
|
|
2023
Q3 | $4.84M | Buy |
28,687
+751
| +3% | +$127K | 0.18% | 71 |
|
|
2023
Q2 | $4.4M | Sell |
27,936
-1,245
| -4% | -$196K | 0.17% | 73 |
|
|
2023
Q1 | $4.76M | Buy |
29,181
+2,412
| +9% | +$394K | 0.2% | 64 |
|
|
2022
Q4 | $4.8M | Sell |
26,769
-5,124
| -16% | -$920K | 0.23% | 58 |
|
|
2022
Q3 | $4.58M | Buy |
31,893
+6,662
| +26% | +$957K | 0.24% | 52 |
|
|
2022
Q2 | $3.65M | Buy |
25,231
+4,114
| +19% | +$596K | 0.19% | 71 |
|
|
2022
Q1 | $3.44M | Sell |
21,117
-777
| -4% | -$127K | 0.16% | 80 |
|
|
2021
Q4 | $2.57M | Sell |
21,894
-1,128
| -5% | -$132K | 0.12% | 93 |
|
|
2021
Q3 | $2.34M | Sell |
23,022
-828
| -3% | -$84K | 0.12% | 90 |
|
|
2021
Q2 | $2.5M | Buy |
23,850
+1,576
| +7% | +$165K | 0.13% | 84 |
|
|
2021
Q1 | $2.33M | Buy |
22,274
+6,020
| +37% | +$631K | 0.14% | 80 |
|
|
2020
Q4 | $1.37M | Buy |
16,254
+655
| +4% | +$55.3K | 0.09% | 110 |
|
|
2020
Q3 | $1.12M | Sell |
15,599
-674
| -4% | -$48.5K | 0.08% | 112 |
|
|
2020
Q2 | $1.45M | Buy |
16,273
+328
| +2% | +$29.3K | 0.13% | 89 |
|
|
2020
Q1 | $1.16M | Sell |
15,945
-1,515
| -9% | -$110K | 0.13% | 91 |
|
|
2019
Q4 | $2.1M | Buy |
17,460
+242
| +1% | +$29.2K | 0.2% | 67 |
|
|
2019
Q3 | $2.04M | Sell |
17,218
-388
| -2% | -$46K | 0.22% | 66 |
|
|
2019
Q2 | $2.19M | Sell |
17,606
-815
| -4% | -$101K | 0.25% | 57 |
|
|
2019
Q1 | $2.27M | Buy |
18,421
+1,281
| +7% | +$158K | 0.26% | 57 |
|
|
2018
Q4 | $1.87M | Buy |
17,140
+223
| +1% | +$24.3K | 0.24% | 56 |
|
|
2018
Q3 | $2.07M | Buy |
16,917
+289
| +2% | +$35.3K | 0.27% | 50 |
|
|
2018
Q2 | $2.1M | Buy |
16,628
+2,231
| +15% | +$282K | 0.31% | 45 |
|
|
2018
Q1 | $1.64M | Sell |
14,397
-1,536
| -10% | -$175K | 0.26% | 46 |
|
|
2017
Q4 | $2M | Buy |
15,933
+1,031
| +7% | +$129K | 0.34% | 41 |
|
|
2017
Q3 | $1.75M | Sell |
14,902
-19
| -0.1% | -$2.23K | 0.32% | 38 |
|
|
2017
Q2 | $1.56M | Sell |
14,921
-1,004
| -6% | -$105K | 0.3% | 41 |
|
|
2017
Q1 | $1.71M | Sell |
15,925
-1,104
| -6% | -$119K | 0.33% | 38 |
|
|
2016
Q4 | $2M | Buy |
17,029
+1,846
| +12% | +$217K | 0.4% | 37 |
|
|
2016
Q3 | $1.56M | Buy |
+15,183
| New | +$1.56M | 0.38% | 34 |
|
|
2016
Q2 | – | Sell |
-16,274
| Closed | -$1.55M | – | 166 |
|
|
2016
Q1 | $1.55M | Buy |
16,274
+5,121
| +46% | +$489K | 0.42% | 31 |
|
|
2015
Q4 | $1M | Sell |
11,153
-102
| -0.9% | -$9.17K | 0.28% | 38 |
|
|
2015
Q3 | $888K | Buy |
11,255
+906
| +9% | +$71.5K | 0.27% | 38 |
|
|
2015
Q2 | $1.09M | Buy |
+10,349
| New | +$1.09M | 0.37% | 34 |
|