Moran 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 | $13.8M | Buy |
+96,261
| New | +$13.8M | 0.42% | 71 |
|
|
2023
Q4 | – | Sell |
-32,206
| Closed | -$5.43M | – | 424 |
|
|
2023
Q3 | $5.43M | Sell |
32,206
-78,317
| -71% | -$13.2M | 0.21% | 145 |
|
|
2023
Q2 | $17.4M | Sell |
110,523
-3,399
| -3% | -$535K | 0.65% | 54 |
|
|
2023
Q1 | $18.6M | Buy |
113,922
+26,929
| +31% | +$4.39M | 0.7% | 43 |
|
|
2022
Q4 | $15.6M | Buy |
+86,993
| New | +$15.6M | 0.59% | 52 |
|