MSH Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
7,661
+813
| +12% | +$116K | 0.32% | 86 |
|
|
2025
Q1 | $1.15M | Buy |
6,848
+165
| +2% | +$27.6K | 0.35% | 79 |
|
|
2024
Q4 | $968K | Hold |
6,683
| – | – | 0.3% | 91 |
|
|
2024
Q3 | $984K | Hold |
6,683
| – | – | 0.3% | 90 |
|
|
2024
Q2 | $1.05M | Buy |
6,683
+140
| +2% | +$21.9K | 0.35% | 80 |
|
|
2024
Q1 | $1.03M | Buy |
6,543
+405
| +7% | +$63.9K | 0.36% | 80 |
|
|
2023
Q4 | $916K | Sell |
6,138
-615
| -9% | -$91.7K | 0.34% | 83 |
|
|
2023
Q3 | $1.14M | Buy |
6,753
+411
| +6% | +$69.3K | 0.45% | 70 |
|
|
2023
Q2 | $998K | Buy |
6,342
+3,821
| +152% | +$601K | 0.37% | 82 |
|
|
2023
Q1 | $411K | Buy |
2,521
+85
| +3% | +$13.9K | 0.18% | 131 |
|
|
2022
Q4 | $437K | Buy |
2,436
+261
| +12% | +$46.9K | 0.2% | 121 |
|
|
2022
Q3 | $312K | Sell |
2,175
-241
| -10% | -$34.6K | 0.15% | 132 |
|
|
2022
Q2 | $350K | Sell |
2,416
-6
| -0.2% | -$869 | 0.16% | 133 |
|
|
2022
Q1 | $394K | Buy |
2,422
+4
| +0.2% | +$651 | 0.16% | 131 |
|
|
2021
Q4 | $284K | Buy |
+2,418
| New | +$284K | 0.13% | 154 |
|