MRA Advisory 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 | $340K | Sell |
2,373
-472
| -17% | -$67.6K | 0.16% | 90 |
|
|
2025
Q1 | $476K | Buy |
2,845
+172
| +6% | +$28.8K | 0.25% | 56 |
|
|
2024
Q4 | $387K | Sell |
2,673
-85
| -3% | -$12.3K | 0.21% | 64 |
|
|
2024
Q3 | $406K | Sell |
2,758
-122
| -4% | -$18K | 0.22% | 58 |
|
|
2024
Q2 | $451K | Buy |
2,880
+948
| +49% | +$148K | 0.26% | 49 |
|
|
2024
Q1 | $305K | Buy |
1,932
+21
| +1% | +$3.31K | 0.18% | 69 |
|
|
2023
Q4 | $285K | Sell |
1,911
-2,582
| -57% | -$385K | 0.19% | 69 |
|
|
2023
Q3 | $758K | Sell |
4,493
-450
| -9% | -$75.9K | 0.54% | 37 |
|
|
2023
Q2 | $778K | Buy |
4,943
+116
| +2% | +$18.3K | 0.54% | 34 |
|
|
2023
Q1 | $788K | Buy |
4,827
+57
| +1% | +$9.3K | 0.57% | 33 |
|
|
2022
Q4 | $856K | Sell |
4,770
-689
| -13% | -$124K | 0.67% | 30 |
|
|
2022
Q3 | $858K | Buy |
5,459
+435
| +9% | +$68.4K | 0.73% | 27 |
|
|
2022
Q2 | $727K | Sell |
5,024
-3,301
| -40% | -$478K | 0.64% | 29 |
|
|
2022
Q1 | $1.36M | Buy |
8,325
+1,867
| +29% | +$304K | 1.03% | 23 |
|
|
2021
Q4 | $758K | Buy |
6,458
+1,358
| +27% | +$159K | 0.59% | 41 |
|
|
2021
Q3 | $517K | Buy |
5,100
+820
| +19% | +$83.1K | 0.44% | 53 |
|
|
2021
Q2 | $448K | Buy |
+4,280
| New | +$448K | 0.38% | 60 |
|