MSH Capital 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
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $968K | Hold |
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|
2024
Q3 | $984K | Hold |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $916K | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $284K | Buy |
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