Monte Financial Group’s Chevron CVX Stock Holding History

Monte Financial Group’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Buy	39,834 +83	+0.2%	+$11.9K	2.22%	17
2025 Q1	$5.48M	Sell	39,751 -335	-0.8%	-$46.2K	2.4%	16
2024 Q4	$5.81M	Buy	40,086 +124	+0.3%	+$18K	2.49%	11
2024 Q3	$5.89M	Buy	39,962 +4,280	+12%	+$630K	2.44%	14
2024 Q2	$5.58M	Sell	35,682 -4,147	-10%	-$649K	2.46%	14
2024 Q1	$6.28M	Buy	39,829 +3,090	+8%	+$487K	2.75%	7
2023 Q4	$5.48M	Sell	36,739 -1,906	-5%	-$284K	2.56%	12
2023 Q3	$6.52M	Buy	38,645 +240	+0.6%	+$40.5K	3.3%	2
2023 Q2	$6.04M	Buy	38,405 +590	+2%	+$92.8K	2.95%	7
2023 Q1	$6.17M	Sell	37,815 -301	-0.8%	-$49.1K	3.26%	2
2022 Q4	$6.84M	Sell	38,116 -571	-1%	-$102K	3.52%	1
2022 Q3	$5.56M	Buy	38,687 +1,322	+4%	+$190K	3.41%	4
2022 Q2	$5.41M	Sell	37,365 -399	-1%	-$57.8K	3.16%	9
2022 Q1	$6.15M	Sell	37,764 -12,414	-25%	-$2.02M	3.27%	4
2021 Q4	$5.89M	Sell	50,178 -689	-1%	-$80.8K	3.1%	7
2021 Q3	$5.16M	Buy	50,867 +1,352	+3%	+$137K	2.96%	11
2021 Q2	$5.19M	Buy	49,515 +457	+0.9%	+$47.9K	2.96%	8
2021 Q1	$5.14M	Sell	49,058 -1,094	-2%	-$115K	3.15%	6
2020 Q4	$4.24M	Buy	50,152 +2,865	+6%	+$242K	2.88%	6
2020 Q3	$3.41M	Buy	47,287 +2,301	+5%	+$166K	2.57%	19
2020 Q2	$4.01M	Buy	44,986 +10,002	+29%	+$892K	3.17%	7
2020 Q1	$2.54M	Buy	34,984 +23,998	+218%	+$1.74M	2.46%	19
2019 Q4	$1.32M	Buy	10,986 +115	+1%	+$13.9K	0.98%	34
2019 Q3	$1.29M	Buy	10,871 +648	+6%	+$76.8K	1.04%	34
2019 Q2	$1.27M	Buy	10,223 +268	+3%	+$33.3K	1.08%	34
2019 Q1	$1.23M	Buy	9,955 +2,633	+36%	+$324K	1.07%	34
2018 Q4	$797K	Buy	7,322 +13	+0.2%	+$1.42K	0.84%	33
2018 Q3	$894K	Sell	7,309 -28	-0.4%	-$3.43K	0.84%	34
2018 Q2	$928K	Sell	7,337 -1,084	-13%	-$137K	0.94%	33
2018 Q1	$960K	Buy	8,421 +57	+0.7%	+$6.5K	1%	33
2017 Q4	$1.05M	Buy	+8,364	New	+$1.05M	1.06%	34