MCIA
Mountain Capital Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,391
-182
| -12% | -$26.5K | 0.04% | 63 |
|
|
2025
Q1 | $219K | Buy |
1,573
+217
| +16% | +$30.2K | 0.05% | 53 |
|
|
2024
Q4 | $219K | Sell |
1,356
-80
| -6% | -$12.9K | 0.05% | 50 |
|
|
2024
Q3 | $223K | Buy |
+1,436
| New | +$223K | 0.05% | 49 |
|
|
2024
Q1 | – | Sell |
-6,436
| Closed | -$962K | – | 51 |
|
|
2023
Q4 | $962K | Sell |
6,436
-160
| -2% | -$23.9K | 0.33% | 21 |
|
|
2023
Q3 | $943K | Sell |
6,596
-5,418
| -45% | -$775K | 0.35% | 21 |
|
|
2023
Q2 | $1.94M | Sell |
12,014
-3,165
| -21% | -$512K | 0.73% | 15 |
|
|
2023
Q1 | $2.61M | Buy |
15,179
+654
| +5% | +$113K | 1.15% | 16 |
|
|
2022
Q4 | $2.56M | Buy |
14,525
+1,657
| +13% | +$292K | 1.16% | 18 |
|
|
2022
Q3 | $2.16M | Sell |
12,868
-881
| -6% | -$148K | 1.13% | 17 |
|
|
2022
Q2 | $1.97M | Sell |
13,749
-20
| -0.1% | -$2.87K | 0.99% | 21 |
|
|
2022
Q1 | $2.28M | Buy |
13,769
+822
| +6% | +$136K | 1.08% | 20 |
|
|
2021
Q4 | $1.66M | Sell |
12,947
-1,101
| -8% | -$141K | 0.75% | 40 |
|
|
2021
Q3 | $1.52M | Sell |
14,048
-295
| -2% | -$31.9K | 0.8% | 29 |
|
|
2021
Q2 | $1.47M | Sell |
14,343
-998
| -7% | -$102K | 0.68% | 30 |
|
|
2021
Q1 | $1.57M | Buy |
15,341
+675
| +5% | +$69K | 0.79% | 33 |
|
|
2020
Q4 | $1.34M | Sell |
14,666
-1,500
| -9% | -$137K | 0.81% | 30 |
|
|
2020
Q3 | $1.21M | Sell |
16,166
-17,131
| -51% | -$1.28M | 0.78% | 45 |
|
|
2020
Q2 | $2.87M | Buy |
+33,297
| New | +$2.87M | 1.32% | 15 |
|
|
2019
Q4 | – | Sell |
-2,011
| Closed | -$238K | – | 43 |
|
|
2019
Q3 | $238K | Sell |
2,011
-57
| -3% | -$6.75K | 0.21% | 40 |
|
|
2019
Q2 | $253K | Buy |
2,068
+78
| +4% | +$9.54K | 0.24% | 39 |
|
|
2019
Q1 | $245K | Buy |
1,990
+142
| +8% | +$17.5K | 0.26% | 41 |
|
|
2018
Q4 | $201K | Sell |
1,848
-375
| -17% | -$40.8K | 0.28% | 31 |
|
|
2018
Q3 | $272K | Buy |
2,223
+467
| +27% | +$57.1K | 0.26% | 30 |
|
|
2018
Q2 | $222K | Buy |
+1,756
| New | +$222K | 0.22% | 39 |
|
|
2017
Q4 | – | Sell |
-1,515
| Closed | -$178K | – | 118 |
|
|
2017
Q3 | $178K | Sell |
1,515
-23
| -1% | -$2.7K | 0.16% | 35 |
|
|
2017
Q2 | $160K | Buy |
+1,538
| New | +$160K | 0.16% | 41 |
|