MMBG Investment 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 | $866K | Buy |
6,050
+3,450
| +133% | +$494K | 0.09% | 103 |
|
2025
Q1 | $435K | Hold |
2,600
| – | – | 0.05% | 129 |
|
2024
Q4 | $377K | Hold |
2,600
| – | – | 0.04% | 136 |
|
2024
Q3 | $383K | Hold |
2,600
| – | – | 0.04% | 133 |
|
2024
Q2 | $407K | Hold |
2,600
| – | – | 0.04% | 120 |
|
2024
Q1 | $410K | Hold |
2,600
| – | – | 0.04% | 129 |
|
2023
Q4 | $388K | Hold |
2,600
| – | – | 0.05% | 130 |
|
2023
Q3 | $438K | Hold |
2,600
| – | – | 0.06% | 122 |
|
2023
Q2 | $403K | Hold |
2,600
| – | – | 0.05% | 126 |
|
2023
Q1 | $424K | Hold |
2,600
| – | – | 0.05% | 124 |
|
2022
Q4 | $467K | Hold |
2,600
| – | – | 0.06% | 124 |
|
2022
Q3 | $374K | Hold |
2,600
| – | – | 0.05% | 129 |
|
2022
Q2 | $376K | Hold |
2,600
| – | – | 0.05% | 124 |
|
2022
Q1 | $423K | Hold |
2,600
| – | – | 0.04% | 127 |
|
2021
Q4 | $305K | Buy |
+2,600
| New | +$305K | 0.03% | 146 |
|