Mosaic Family Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $762K | Buy |
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|
2025
Q2 | $615K | Sell |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $730K | Sell |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $840K | Buy |
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|
2023
Q3 | $909K | Buy |
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|
2023
Q2 | $845K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $995K | Buy |
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