EHC
Everett Harris & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6M | Sell |
563,019
-9,216
| -2% | -$1.32M | 1.03% | 21 |
|
|
2025
Q1 | $95.7M | Sell |
572,235
-26,410
| -4% | -$4.42M | 1.23% | 20 |
|
|
2024
Q4 | $86.7M | Buy |
598,645
+3,323
| +0.6% | +$481K | 1.1% | 21 |
|
|
2024
Q3 | $87.7M | Buy |
595,322
+8,020
| +1% | +$1.18M | 1.09% | 22 |
|
|
2024
Q2 | $91.9M | Sell |
587,302
-7,194
| -1% | -$1.13M | 1.18% | 19 |
|
|
2024
Q1 | $93.8M | Buy |
594,496
+13,427
| +2% | +$2.12M | 1.24% | 21 |
|
|
2023
Q4 | $86.7M | Buy |
581,069
+30,212
| +5% | +$4.51M | 1.24% | 21 |
|
|
2023
Q3 | $92.9M | Buy |
550,857
+15,568
| +3% | +$2.63M | 1.45% | 18 |
|
|
2023
Q2 | $84.2M | Buy |
535,289
+3,690
| +0.7% | +$581K | 1.28% | 20 |
|
|
2023
Q1 | $86.7M | Buy |
531,599
+4,984
| +0.9% | +$813K | 1.41% | 21 |
|
|
2022
Q4 | $94.5M | Sell |
526,615
-7,854
| -1% | -$1.41M | 1.63% | 17 |
|
|
2022
Q3 | $76.8M | Sell |
534,469
-9,660
| -2% | -$1.39M | 1.41% | 19 |
|
|
2022
Q2 | $78.8M | Sell |
544,129
-5,978
| -1% | -$865K | 1.36% | 20 |
|
|
2022
Q1 | $89.6M | Buy |
550,107
+7,210
| +1% | +$1.17M | 1.27% | 21 |
|
|
2021
Q4 | $63.7M | Buy |
542,897
+32,581
| +6% | +$3.82M | 0.88% | 29 |
|
|
2021
Q3 | $51.8M | Buy |
510,316
+11,143
| +2% | +$1.13M | 0.82% | 30 |
|
|
2021
Q2 | $52.3M | Buy |
499,173
+880
| +0.2% | +$92.2K | 0.84% | 27 |
|
|
2021
Q1 | $52.2M | Sell |
498,293
-6,194
| -1% | -$649K | 0.91% | 28 |
|
|
2020
Q4 | $42.6M | Buy |
504,487
+26,428
| +6% | +$2.23M | 0.75% | 31 |
|
|
2020
Q3 | $34.4M | Buy |
478,059
+975
| +0.2% | +$70.2K | 0.67% | 31 |
|
|
2020
Q2 | $42.6M | Sell |
477,084
-9,895
| -2% | -$883K | 0.94% | 29 |
|
|
2020
Q1 | $35.3M | Buy |
486,979
+168,368
| +53% | +$12.2M | 0.91% | 30 |
|
|
2019
Q4 | $38.4M | Sell |
318,611
-2,349
| -0.7% | -$283K | 0.87% | 30 |
|
|
2019
Q3 | $38.1M | Sell |
320,960
-2,060
| -0.6% | -$244K | 0.94% | 29 |
|
|
2019
Q2 | $40.2M | Buy |
323,020
+896
| +0.3% | +$111K | 1.01% | 28 |
|
|
2019
Q1 | $39.7M | Buy |
322,124
+4,673
| +1% | +$576K | 1.03% | 28 |
|
|
2018
Q4 | $34.5M | Sell |
317,451
-3,671
| -1% | -$399K | 0.98% | 26 |
|
|
2018
Q3 | $39.3M | Buy |
321,122
+2,156
| +0.7% | +$264K | 0.98% | 26 |
|
|
2018
Q2 | $40.3M | Sell |
318,966
-49
| -0% | -$6.2K | 1.1% | 28 |
|
|
2018
Q1 | $36.4M | Buy |
319,015
+17,439
| +6% | +$1.99M | 1.01% | 29 |
|
|
2017
Q4 | $37.8M | Sell |
301,576
-2,006
| -0.7% | -$251K | 1.05% | 27 |
|
|
2017
Q3 | $35.7M | Buy |
303,582
+7,410
| +3% | +$871K | 1.07% | 25 |
|
|
2017
Q2 | $30.9M | Buy |
296,172
+4,229
| +1% | +$441K | 0.96% | 28 |
|
|
2017
Q1 | $31.3M | Buy |
291,943
+1,142
| +0.4% | +$123K | 1.03% | 27 |
|
|
2016
Q4 | $34.2M | Buy |
290,801
+41,768
| +17% | +$4.92M | 1.2% | 24 |
|
|
2016
Q3 | $25.6M | Sell |
249,033
-2,386
| -0.9% | -$246K | 0.91% | 31 |
|
|
2016
Q2 | $26.4M | Sell |
251,419
-1,946
| -0.8% | -$204K | 0.94% | 29 |
|
|
2016
Q1 | $24.2M | Sell |
253,365
-11,291
| -4% | -$1.08M | 0.87% | 31 |
|
|
2015
Q4 | $23.8M | Buy |
264,656
+503
| +0.2% | +$45.2K | 0.83% | 30 |
|
|
2015
Q3 | $20.8M | Buy |
264,153
+11,525
| +5% | +$909K | 0.76% | 32 |
|
|
2015
Q2 | $24.4M | Buy |
252,628
+51
| +0% | +$4.92K | 0.86% | 32 |
|
|
2015
Q1 | $26.5M | Buy |
252,577
+2,151
| +0.9% | +$226K | 0.91% | 31 |
|
|
2014
Q4 | $28.1M | Sell |
250,426
-3,050
| -1% | -$342K | 0.96% | 32 |
|
|
2014
Q3 | $30.2M | Buy |
253,476
+2,765
| +1% | +$330K | 1.09% | 27 |
|
|
2014
Q2 | $32.7M | Sell |
250,711
-18,420
| -7% | -$2.4M | 1.21% | 24 |
|
|
2014
Q1 | $32M | Sell |
269,131
-1,435
| -0.5% | -$171K | 1.19% | 26 |
|
|
2013
Q4 | $33.8M | Buy |
270,566
+2,311
| +0.9% | +$289K | 1.26% | 27 |
|
|
2013
Q3 | $32.6M | Sell |
268,255
-160
| -0.1% | -$19.4K | 1.33% | 27 |
|
|
2013
Q2 | $31.8M | Buy |
+268,415
| New | +$31.8M | 1.32% | 27 |
|