MLA
My Legacy Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
7,125
+821
| +13% | +$127K | 0.39% | 70 |
|
|
2025
Q1 | $1.05M | Sell |
6,304
-113
| -2% | -$18.9K | 0.41% | 72 |
|
|
2024
Q4 | $1.02M | Sell |
6,417
-374
| -6% | -$59.2K | 0.39% | 69 |
|
|
2024
Q3 | $1M | Sell |
6,791
-1,195
| -15% | -$176K | 0.39% | 72 |
|
|
2024
Q2 | $1.25M | Sell |
7,986
-119
| -1% | -$18.6K | 0.4% | 61 |
|
|
2024
Q1 | $1.28M | Buy |
8,105
+196
| +2% | +$30.9K | 0.43% | 57 |
|
|
2023
Q4 | $1.15M | Buy |
7,909
+255
| +3% | +$37K | 0.42% | 67 |
|
|
2023
Q3 | $1.29M | Buy |
7,654
+5
| +0.1% | +$846 | 0.53% | 49 |
|
|
2023
Q2 | $1.2M | Buy |
7,649
+195
| +3% | +$30.7K | 0.47% | 59 |
|
|
2023
Q1 | $1.25M | Sell |
7,454
-63
| -0.8% | -$10.6K | 0.54% | 56 |
|
|
2022
Q4 | $1.27M | Buy |
7,517
+522
| +7% | +$88.5K | 0.54% | 50 |
|
|
2022
Q3 | $1.12M | Buy |
6,995
+457
| +7% | +$73.2K | 0.57% | 49 |
|
|
2022
Q2 | $925K | Buy |
6,538
+578
| +10% | +$81.8K | 0.46% | 67 |
|
|
2022
Q1 | $970K | Buy |
+5,960
| New | +$970K | 0.45% | 66 |
|