Mosaic Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
10,176
-405
| -4% | -$58K | 1.12% | 21 |
|
|
2025
Q1 | $1.77M | Buy |
10,581
+11
| +0.1% | +$1.84K | 1.44% | 14 |
|
|
2024
Q4 | $1.53M | Sell |
10,570
-258
| -2% | -$37.4K | 1.1% | 22 |
|
|
2024
Q3 | $1.6M | Buy |
10,828
+194
| +2% | +$28.6K | 1.13% | 20 |
|
|
2024
Q2 | $1.66M | Buy |
10,634
+468
| +5% | +$73.2K | 1.19% | 19 |
|
|
2024
Q1 | $1.6M | Buy |
+10,166
| New | +$1.6M | 1.28% | 19 |
|