Mosaic Family Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
4,296
-57
| -1% | -$8.16K | 0.08% | 117 |
|
|
2025
Q1 | $728K | Sell |
4,353
-246
| -5% | -$41.2K | 0.1% | 104 |
|
|
2024
Q4 | $666K | Sell |
4,599
-355
| -7% | -$51.4K | 0.1% | 103 |
|
|
2024
Q3 | $730K | Sell |
4,954
-93
| -2% | -$13.7K | 0.11% | 93 |
|
|
2024
Q2 | $789K | Sell |
5,047
-476
| -9% | -$74.5K | 0.13% | 87 |
|
|
2024
Q1 | $871K | Sell |
5,523
-112
| -2% | -$17.7K | 0.14% | 83 |
|
|
2023
Q4 | $840K | Buy |
5,635
+243
| +5% | +$36.2K | 0.14% | 82 |
|
|
2023
Q3 | $909K | Buy |
5,392
+22
| +0.4% | +$3.71K | 0.18% | 65 |
|
|
2023
Q2 | $845K | Sell |
5,370
-95
| -2% | -$14.9K | 0.17% | 76 |
|
|
2023
Q1 | $892K | Sell |
5,465
-80
| -1% | -$13.1K | 0.19% | 68 |
|
|
2022
Q4 | $995K | Buy |
+5,545
| New | +$995K | 0.28% | 56 |
|