MN Wealth 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 | $404K | Buy |
2,821
+31
| +1% | +$4.44K | 0.24% | 77 |
|
|
2025
Q1 | $467K | Buy |
2,790
+121
| +5% | +$20.2K | 0.27% | 68 |
|
|
2024
Q4 | $391K | Buy |
2,669
+2,101
| +370% | +$308K | 0.22% | 69 |
|
|
2024
Q3 | $397K | Sell |
568
-58
| -9% | -$40.5K | 0.23% | 68 |
|
|
2024
Q2 | $427K | Sell |
626
-2,025
| -76% | -$1.38M | 0.25% | 71 |
|
|
2024
Q1 | $418K | Buy |
2,651
+66
| +3% | +$10.4K | 0.26% | 66 |
|
|
2023
Q4 | $386K | Buy |
+2,585
| New | +$386K | 0.27% | 64 |
|