Mosley Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $772K | Buy |
4,961
+418
| +9% | +$65.1K | 0.48% | 44 |
|
|
2024
Q3 | $685K | Buy |
4,543
+418
| +10% | +$63.1K | 0.47% | 46 |
|
|
2024
Q2 | $645K | Buy |
4,125
+10
| +0.2% | +$1.56K | 0.55% | 38 |
|
|
2024
Q1 | $649K | Sell |
4,115
-102
| -2% | -$16.1K | 0.61% | 39 |
|
|
2023
Q4 | $629K | Buy |
+4,217
| New | +$629K | 0.62% | 33 |
|