Mitchell & Pahl Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
14,091
+668
| +5% | +$95.6K | 0.89% | 42 |
|
|
2025
Q1 | $2.25M | Buy |
13,423
+43
| +0.3% | +$7.19K | 1.05% | 34 |
|
|
2024
Q4 | $1.94M | Buy |
13,380
+617
| +5% | +$89.4K | 0.91% | 43 |
|
|
2024
Q3 | $1.88M | Buy |
12,763
+1,218
| +11% | +$179K | 0.88% | 43 |
|
|
2024
Q2 | $1.81M | Buy |
11,545
+2
| +0% | +$313 | 0.95% | 38 |
|
|
2024
Q1 | $1.82M | Buy |
11,543
+344
| +3% | +$54.3K | 0.96% | 40 |
|
|
2023
Q4 | $1.67M | Sell |
11,199
-923
| -8% | -$138K | 0.95% | 38 |
|
|
2023
Q3 | $2.04M | Buy |
12,122
+552
| +5% | +$93.1K | 1.21% | 21 |
|
|
2023
Q2 | $1.82M | Buy |
11,570
+320
| +3% | +$50.4K | 1.1% | 24 |
|
|
2023
Q1 | $1.84M | Buy |
11,250
+312
| +3% | +$50.9K | 1.15% | 21 |
|
|
2022
Q4 | $1.96M | Buy |
10,938
+260
| +2% | +$46.7K | 1.29% | 17 |
|
|
2022
Q3 | $1.53M | Buy |
10,678
+438
| +4% | +$62.9K | 1.13% | 20 |
|
|
2022
Q2 | $1.48M | Buy |
10,240
+483
| +5% | +$70K | 1.03% | 26 |
|
|
2022
Q1 | $1.59M | Buy |
9,757
+586
| +6% | +$95.4K | 1.01% | 26 |
|
|
2021
Q4 | $1.08M | Buy |
9,171
+600
| +7% | +$70.4K | 0.69% | 48 |
|
|
2021
Q3 | $870K | Buy |
8,571
+163
| +2% | +$16.5K | 0.63% | 57 |
|
|
2021
Q2 | $881K | Buy |
8,408
+292
| +4% | +$30.6K | 0.63% | 57 |
|
|
2021
Q1 | $851K | Buy |
8,116
+988
| +14% | +$104K | 0.66% | 54 |
|
|
2020
Q4 | $602K | Buy |
+7,128
| New | +$602K | 0.51% | 67 |
|