MV Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
2,384
-103
-4% -$14.7K 0.04% 139
2025
Q1
$416K Buy
2,487
+1,097
+79% +$184K 0.04% 126
2024
Q4
$201K Buy
1,390
+253
+22% +$36.6K 0.02% 168
2024
Q3
$167K Sell
1,137
-603
-35% -$88.8K 0.02% 187
2024
Q2
$272K Buy
1,740
+30
+2% +$4.69K 0.03% 145
2024
Q1
$270K Sell
1,710
-60
-3% -$9.46K 0.03% 148
2023
Q4
$264K Sell
1,770
-33
-2% -$4.92K 0.03% 147
2023
Q3
$304K Sell
1,803
-152
-8% -$25.6K 0.04% 133
2023
Q2
$308K Sell
1,955
-137
-7% -$21.6K 0.04% 133
2023
Q1
$341K Buy
2,092
+130
+7% +$21.2K 0.05% 121
2022
Q4
$352K Buy
1,962
+59
+3% +$10.6K 0.05% 105
2022
Q3
$273K Buy
1,903
+173
+10% +$24.8K 0.05% 109
2022
Q2
$250K Buy
1,730
+47
+3% +$6.79K 0.04% 120
2022
Q1
$274K Buy
1,683
+88
+6% +$14.3K 0.04% 122
2021
Q4
$187K Buy
1,595
+199
+14% +$23.3K 0.03% 139
2021
Q3
$142K Buy
1,396
+122
+10% +$12.4K 0.02% 142
2021
Q2
$133K Buy
1,274
+232
+22% +$24.2K 0.02% 143
2021
Q1
$109K Buy
1,042
+42
+4% +$4.39K 0.02% 140
2020
Q4
$84K Buy
1,000
+343
+52% +$28.8K 0.02% 140
2020
Q3
$47K Sell
657
-616
-48% -$44.1K 0.01% 152
2020
Q2
$114K Sell
1,273
-1,938
-60% -$174K 0.03% 117
2020
Q1
$233K Buy
3,211
+329
+11% +$23.9K 0.06% 88
2019
Q4
$347K Buy
2,882
+176
+7% +$21.2K 0.08% 86
2019
Q3
$321K Buy
2,706
+146
+6% +$17.3K 0.07% 90
2019
Q2
$319K Buy
2,560
+227
+10% +$28.3K 0.07% 87
2019
Q1
$287K Sell
2,333
-187
-7% -$23K 0.07% 84
2018
Q4
$274K Buy
2,520
+143
+6% +$15.5K 0.08% 77
2018
Q3
$291K Sell
2,377
-6
-0.3% -$735 0.07% 77
2018
Q2
$301K Buy
2,383
+3
+0.1% +$379 0.08% 73
2018
Q1
$271K Buy
2,380
+165
+7% +$18.8K 0.07% 76
2017
Q4
$277K Sell
2,215
-20
-0.9% -$2.5K 0.08% 74
2017
Q3
$263K Sell
2,235
-226
-9% -$26.6K 0.07% 77
2017
Q2
$257K Buy
2,461
+216
+10% +$22.6K 0.08% 79
2017
Q1
$241K Sell
2,245
-139
-6% -$14.9K 0.08% 81
2016
Q4
$281K Sell
2,384
-49
-2% -$5.78K 0.1% 68
2016
Q3
$250K Sell
2,433
-185
-7% -$19K 0.09% 73
2016
Q2
$274K Sell
2,618
-6
-0.2% -$628 0.1% 74
2016
Q1
$250K Sell
2,624
-242
-8% -$23.1K 0.1% 75
2015
Q4
$258K Buy
2,866
+497
+21% +$44.7K 0.1% 81
2015
Q3
$187K Buy
2,369
+355
+18% +$28K 0.09% 78
2015
Q2
$194K Buy
2,014
+168
+9% +$16.2K 0.08% 80
2015
Q1
$194K Buy
1,846
+13
+0.7% +$1.37K 0.08% 72
2014
Q4
$206K Buy
+1,833
New +$206K 0.09% 67