ML&R Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$887K Buy
2023
Q4
$653K Buy
2023
Q3
$522K Sell
2023
Q2
$3.64M Buy
2023
Q1
$410K Buy
2022
Q4
$347K Buy
2022
Q3
$275K Buy
2022
Q2
$275K Buy
2022
Q1
$237K Sell
2021
Q4
$203K Buy