Monument Capital 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 | $679K | Sell |
4,742
-761
| -14% | -$109K | 0.18% | 111 |
|
|
2025
Q1 | $921K | Buy |
5,503
+2,342
| +74% | +$392K | 0.28% | 86 |
|
|
2024
Q4 | $458K | Buy |
3,161
+21
| +0.7% | +$3.04K | 0.13% | 121 |
|
|
2024
Q3 | $462K | Sell |
3,140
-3,179
| -50% | -$468K | 0.13% | 118 |
|
|
2024
Q2 | $988K | Sell |
6,319
-476
| -7% | -$74.5K | 0.29% | 76 |
|
|
2024
Q1 | $1.07M | Buy |
6,795
+1,253
| +23% | +$198K | 0.31% | 80 |
|
|
2023
Q4 | $827K | Sell |
5,542
-3,610
| -39% | -$538K | 0.27% | 90 |
|
|
2023
Q3 | $1.54M | Sell |
9,152
-17,097
| -65% | -$2.88M | 0.52% | 63 |
|
|
2023
Q2 | $4.13M | Buy |
26,249
+524
| +2% | +$82.5K | 1.32% | 12 |
|
|
2023
Q1 | $4.2M | Sell |
25,725
-1,563
| -6% | -$255K | 1.4% | 12 |
|
|
2022
Q4 | $4.9M | Buy |
27,288
+429
| +2% | +$77K | 1.67% | 11 |
|
|
2022
Q3 | $3.86M | Buy |
26,859
+5,756
| +27% | +$827K | 1.45% | 16 |
|
|
2022
Q2 | $3.06M | Buy |
21,103
+598
| +3% | +$86.6K | 1.15% | 15 |
|
|
2022
Q1 | $3.34M | Buy |
+20,505
| New | +$3.34M | 1.08% | 18 |
|