Monterey Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $816K | Buy |
4,879
+20
| +0.4% | +$3.35K | 0.24% | 45 |
|
|
2024
Q4 | $704K | Buy |
4,859
+170
| +4% | +$24.6K | 0.23% | 49 |
|
|
2024
Q3 | $691K | Buy |
4,689
+10
| +0.2% | +$1.47K | 0.24% | 51 |
|
|
2024
Q2 | $732K | Buy |
4,679
+260
| +6% | +$40.7K | 0.27% | 48 |
|
|
2024
Q1 | $697K | Buy |
4,419
+23
| +0.5% | +$3.63K | 0.28% | 45 |
|
|
2023
Q4 | $656K | Sell |
4,396
-42
| -0.9% | -$6.27K | 0.3% | 43 |
|
|
2023
Q3 | $748K | Sell |
4,438
-167
| -4% | -$28.2K | 0.38% | 37 |
|
|
2023
Q2 | $725K | Sell |
4,605
-599
| -12% | -$94.3K | 0.35% | 41 |
|
|
2023
Q1 | $849K | Sell |
5,204
-72
| -1% | -$11.7K | 0.44% | 35 |
|
|
2022
Q4 | $947K | Sell |
5,276
-35
| -0.7% | -$6.28K | 0.51% | 33 |
|
|
2022
Q3 | $769K | Sell |
5,311
-710
| -12% | -$103K | 0.46% | 35 |
|
|
2022
Q2 | $872K | Buy |
6,021
+172
| +3% | +$24.9K | 0.5% | 33 |
|
|
2022
Q1 | $968K | Sell |
5,849
-212
| -3% | -$35.1K | 0.47% | 34 |
|
|
2021
Q4 | $711K | Sell |
6,061
-385
| -6% | -$45.2K | 0.35% | 44 |
|
|
2021
Q3 | $682K | Buy |
6,446
+71
| +1% | +$7.51K | 0.38% | 41 |
|
|
2021
Q2 | $668K | Buy |
6,375
+457
| +8% | +$47.9K | 0.38% | 39 |
|
|
2021
Q1 | $601K | Buy |
5,918
+509
| +9% | +$51.7K | 0.33% | 40 |
|
|
2020
Q4 | $457K | Buy |
5,409
+16
| +0.3% | +$1.35K | 0.26% | 46 |
|
|
2020
Q3 | $388K | Buy |
5,393
+18
| +0.3% | +$1.3K | 0.25% | 53 |
|
|
2020
Q2 | $480K | Sell |
5,375
-8
| -0.1% | -$714 | 0.34% | 42 |
|
|
2020
Q1 | $390K | Sell |
5,383
-579
| -10% | -$41.9K | 0.33% | 40 |
|
|
2019
Q4 | $718K | Buy |
+5,962
| New | +$718K | 0.58% | 23 |
|