H&H Retirement Design & Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $245K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $246K | Hold |
|
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|
2024
Q3 | $232K | Hold |
|
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|
2024
Q2 | $247K | Sell |
|
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|
2024
Q1 | $258K | Buy |
|
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|
2023
Q4 | $242K | Sell |
|
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $250K | Sell |
|
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $278K | Buy |
|
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $250K | Buy |
|