Montz Harcus Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
2,801
-122
| -4% | -$17.5K | 0.19% | 46 |
|
|
2025
Q1 | $489K | Buy |
2,923
+8
| +0.3% | +$1.34K | 0.27% | 42 |
|
|
2024
Q4 | $422K | Buy |
2,915
+37
| +1% | +$5.36K | 0.24% | 44 |
|
|
2024
Q3 | $424K | Sell |
2,878
-65
| -2% | -$9.57K | 0.25% | 42 |
|
|
2024
Q2 | $460K | Buy |
2,943
+63
| +2% | +$9.85K | 0.3% | 37 |
|
|
2024
Q1 | $454K | Buy |
2,880
+453
| +19% | +$71.5K | 0.31% | 37 |
|
|
2023
Q4 | $362K | Buy |
2,427
+131
| +6% | +$19.5K | 0.28% | 36 |
|
|
2023
Q3 | $387K | Buy |
2,296
+6
| +0.3% | +$1.01K | 0.33% | 33 |
|
|
2023
Q2 | $360K | Buy |
2,290
+60
| +3% | +$9.44K | 0.3% | 36 |
|
|
2023
Q1 | $364K | Buy |
2,230
+10
| +0.5% | +$1.63K | 0.34% | 34 |
|
|
2022
Q4 | $398K | Buy |
2,220
+7
| +0.3% | +$1.26K | 0.4% | 31 |
|
|
2022
Q3 | $318K | Sell |
2,213
-13
| -0.6% | -$1.87K | 0.35% | 31 |
|
|
2022
Q2 | $322K | Buy |
2,226
+7
| +0.3% | +$1.01K | 0.34% | 35 |
|
|
2022
Q1 | $361K | Buy |
2,219
+79
| +4% | +$12.9K | 0.32% | 35 |
|
|
2021
Q4 | $251K | Buy |
+2,140
| New | +$251K | 0.22% | 42 |
|