MKT 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 | $459K | Sell |
3,152
-209
| -6% | -$30.4K | 0.18% | 81 |
|
|
2025
Q1 | $471K | Sell |
3,361
-15
| -0.4% | -$2.1K | 0.22% | 67 |
|
|
2024
Q4 | $545K | Sell |
3,376
-119
| -3% | -$19.2K | 0.24% | 66 |
|
|
2024
Q3 | $528K | Sell |
3,495
-178
| -5% | -$26.9K | 0.25% | 70 |
|
|
2024
Q2 | $562K | Buy |
3,673
+176
| +5% | +$26.9K | 0.28% | 61 |
|
|
2024
Q1 | $569K | Sell |
3,497
-296
| -8% | -$48.2K | 0.31% | 57 |
|
|
2023
Q4 | $570K | Sell |
3,793
-531
| -12% | -$79.9K | 0.38% | 53 |
|
|
2023
Q3 | $720K | Sell |
4,324
-128
| -3% | -$21.3K | 0.55% | 38 |
|
|
2023
Q2 | $707K | Sell |
4,452
-299
| -6% | -$47.5K | 0.5% | 39 |
|
|
2023
Q1 | $807K | Sell |
4,751
-53
| -1% | -$9K | 0.6% | 36 |
|
|
2022
Q4 | $842K | Sell |
4,804
-41
| -0.8% | -$7.18K | 0.63% | 33 |
|
|
2022
Q3 | $696K | Sell |
4,845
-82
| -2% | -$11.8K | 0.6% | 37 |
|
|
2022
Q2 | $697K | Buy |
4,927
+143
| +3% | +$20.2K | 0.54% | 38 |
|
|
2022
Q1 | $762K | Sell |
4,784
-95
| -2% | -$15.1K | 0.58% | 37 |
|
|
2021
Q4 | $647K | Buy |
+4,879
| New | +$647K | 0.51% | 42 |
|