Mustard Seed Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
2,887
+25
| +0.9% | +$3.58K | 0.3% | 57 |
|
|
2025
Q1 | $479K | Sell |
2,862
-1,000
| -26% | -$167K | 0.39% | 46 |
|
|
2024
Q4 | $559K | Hold |
3,862
| – | – | 0.45% | 46 |
|
|
2024
Q3 | $569K | Buy |
3,862
+153
| +4% | +$22.5K | 0.47% | 45 |
|
|
2024
Q2 | $580K | Hold |
3,709
| – | – | 0.56% | 41 |
|
|
2024
Q1 | $585K | Buy |
3,709
+100
| +3% | +$15.8K | 0.58% | 41 |
|
|
2023
Q4 | $538K | Buy |
+3,609
| New | +$538K | 0.61% | 39 |
|