Money Concepts Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
9,446
+1,302
| +16% | +$186K | 0.09% | 202 |
|
|
2025
Q1 | $1.36M | Buy |
8,144
+157
| +2% | +$26.3K | 0.1% | 184 |
|
|
2024
Q4 | $1.16M | Buy |
7,987
+527
| +7% | +$76.3K | 0.09% | 198 |
|
|
2024
Q3 | $1.1M | Buy |
7,460
+151
| +2% | +$22.2K | 0.08% | 201 |
|
|
2024
Q2 | $1.14M | Sell |
7,309
-284
| -4% | -$44.4K | 0.1% | 187 |
|
|
2024
Q1 | $1.2M | Buy |
7,593
+702
| +10% | +$111K | 0.11% | 196 |
|
|
2023
Q4 | $1.03M | Sell |
6,891
-228
| -3% | -$34K | 0.1% | 204 |
|
|
2023
Q3 | $1.2M | Buy |
7,119
+391
| +6% | +$66K | 0.13% | 177 |
|
|
2023
Q2 | $1.06M | Sell |
6,728
-14,832
| -69% | -$2.33M | 0.11% | 194 |
|
|
2023
Q1 | $3.56M | Sell |
21,560
-11,198
| -34% | -$1.85M | 0.2% | 98 |
|
|
2022
Q4 | $5.88M | Buy |
32,758
+9,684
| +42% | +$1.74M | 0.26% | 76 |
|
|
2022
Q3 | $3.32M | Buy |
23,074
+5,673
| +33% | +$815K | 0.2% | 97 |
|
|
2022
Q2 | $2.55M | Sell |
17,401
-8,121
| -32% | -$1.19M | 0.23% | 100 |
|
|
2022
Q1 | $4.16M | Sell |
25,522
-7,436
| -23% | -$1.21M | 0.23% | 88 |
|
|
2021
Q4 | $3.87M | Buy |
+32,958
| New | +$3.87M | 0.33% | 70 |
|
|
2021
Q1 | $3.11M | Buy |
29,628
+9,690
| +49% | +$1.02M | 0.25% | 97 |
|
|
2020
Q4 | $1.68M | Buy |
+19,938
| New | +$1.68M | 0.16% | 137 |
|