Mountain Capital Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $962K | Sell |
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $2.87M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $178K | Sell |
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|
2017
Q2 | $160K | Buy |
|