MLL
Moody Lynn & Lieberson’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Sell |
66,052
-12,924
| -16% | -$1.85M | 0.55% | 38 |
|
|
2025
Q1 | $13.2M | Buy |
78,976
+6,472
| +9% | +$1.08M | 0.85% | 31 |
|
|
2024
Q4 | $10.5M | Sell |
72,504
-1,483
| -2% | -$215K | 0.64% | 34 |
|
|
2024
Q3 | $10.9M | Sell |
73,987
-42,636
| -37% | -$6.28M | 0.67% | 35 |
|
|
2024
Q2 | $18.2M | Buy |
116,623
+7,370
| +7% | +$1.15M | 1.19% | 26 |
|
|
2024
Q1 | $17.2M | Buy |
109,253
+9,000
| +9% | +$1.42M | 1.16% | 28 |
|
|
2023
Q4 | $15M | Buy |
100,253
+7,052
| +8% | +$1.05M | 1.14% | 30 |
|
|
2023
Q3 | $15.7M | Buy |
93,201
+16,053
| +21% | +$2.71M | 1.35% | 28 |
|
|
2023
Q2 | $12.1M | Buy |
77,148
+10,499
| +16% | +$1.65M | 0.98% | 33 |
|
|
2023
Q1 | $10.9M | Sell |
66,649
-31,526
| -32% | -$5.14M | 0.98% | 36 |
|
|
2022
Q4 | $17.6M | Buy |
+98,175
| New | +$17.6M | 1.61% | 26 |
|
|
2021
Q3 | – | Sell |
-3,038
| Closed | -$318K | – | 225 |
|
|
2021
Q2 | $318K | Buy |
3,038
+104
| +4% | +$10.9K | 0.02% | 187 |
|
|
2021
Q1 | $307K | Buy |
+2,934
| New | +$307K | 0.03% | 189 |
|
|
2020
Q1 | – | Sell |
-112,541
| Closed | -$13.6M | – | 173 |
|
|
2019
Q4 | $13.6M | Sell |
112,541
-9,449
| -8% | -$1.14M | 1.31% | 30 |
|
|
2019
Q3 | $14.5M | Buy |
121,990
+42
| +0% | +$4.98K | 1.62% | 19 |
|
|
2019
Q2 | $15.2M | Buy |
121,948
+471
| +0.4% | +$58.6K | 1.67% | 21 |
|
|
2019
Q1 | $15M | Sell |
121,477
-521
| -0.4% | -$64.2K | 1.71% | 18 |
|
|
2018
Q4 | $13.3M | Sell |
121,998
-13,091
| -10% | -$1.42M | 1.78% | 16 |
|
|
2018
Q3 | $16.5M | Buy |
135,089
+1,077
| +0.8% | +$132K | 1.75% | 15 |
|
|
2018
Q2 | $16.9M | Buy |
134,012
+18,659
| +16% | +$2.36M | 2% | 12 |
|
|
2018
Q1 | $13.2M | Sell |
115,353
-38,607
| -25% | -$4.4M | 1.59% | 22 |
|
|
2017
Q4 | $19.3M | Sell |
153,960
-5,249
| -3% | -$657K | 2.06% | 12 |
|
|
2017
Q3 | $18.7M | Buy |
159,209
+73,282
| +85% | +$8.61M | 2.27% | 12 |
|
|
2017
Q2 | $8.97M | Sell |
85,927
-22,509
| -21% | -$2.35M | 1.18% | 32 |
|
|
2017
Q1 | $11.6M | Sell |
108,436
-62,295
| -36% | -$6.69M | 1.64% | 20 |
|
|
2016
Q4 | $20.1M | Buy |
170,731
+50,556
| +42% | +$5.95M | 2.89% | 5 |
|
|
2016
Q3 | $12.4M | Sell |
120,175
-61,406
| -34% | -$6.32M | 2.06% | 11 |
|
|
2016
Q2 | $19M | Buy |
181,581
+157,424
| +652% | +$16.5M | 3.41% | 5 |
|
|
2016
Q1 | $2.31M | Sell |
24,157
-24,750
| -51% | -$2.36M | 0.36% | 69 |
|
|
2015
Q4 | $4.4M | Buy |
48,907
+41,610
| +570% | +$3.74M | 0.69% | 56 |
|
|
2015
Q3 | $576K | Sell |
7,297
-18,174
| -71% | -$1.43M | 0.11% | 95 |
|
|
2015
Q2 | $2.46M | Sell |
25,471
-52
| -0.2% | -$5.02K | 0.39% | 68 |
|
|
2015
Q1 | $2.68M | Sell |
25,523
-19,137
| -43% | -$2.01M | 0.43% | 64 |
|
|
2014
Q4 | $5.01M | Sell |
44,660
-18,473
| -29% | -$2.07M | 0.71% | 53 |
|
|
2014
Q3 | $7.53M | Sell |
63,133
-1,877
| -3% | -$224K | 1.12% | 30 |
|
|
2014
Q2 | $8.49M | Buy |
65,010
+756
| +1% | +$98.7K | 1.17% | 32 |
|
|
2014
Q1 | $7.64M | Sell |
64,254
-13,561
| -17% | -$1.61M | 1.11% | 35 |
|
|
2013
Q4 | $9.72M | Sell |
77,815
-51,200
| -40% | -$6.4M | 1.32% | 25 |
|
|
2013
Q3 | $15.7M | Sell |
129,015
-14,904
| -10% | -$1.81M | 2.42% | 1 |
|
|
2013
Q2 | $17M | Buy |
+143,919
| New | +$17M | 2.98% | 1 |
|