H&H Retirement Design & 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 | $235K | Sell |
1,571
-5
| -0.3% | -$748 | 0.13% | 77 |
|
|
2025
Q1 | $211K | Buy |
1,576
+5
| +0.3% | +$668 | 0.14% | 71 |
|
|
2024
Q4 | $246K | Hold |
1,571
| – | – | 0.15% | 71 |
|
|
2024
Q3 | $232K | Hold |
1,571
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $247K | Sell |
1,571
-21
| -1% | -$3.3K | 0.15% | 79 |
|
|
2024
Q1 | $258K | Buy |
1,592
+21
| +1% | +$3.4K | 0.17% | 76 |
|
|
2023
Q4 | $242K | Sell |
1,571
-18
| -1% | -$2.77K | 0.15% | 56 |
|
|
2023
Q3 | $261K | Hold |
1,589
| – | – | 0.18% | 50 |
|
|
2023
Q2 | $250K | Sell |
1,589
-3
| -0.2% | -$472 | 0.17% | 47 |
|
|
2023
Q1 | $274K | Buy |
1,592
+25
| +2% | +$4.3K | 0.17% | 44 |
|
|
2022
Q4 | $278K | Buy |
1,567
+3
| +0.2% | +$533 | 0.23% | 63 |
|
|
2022
Q3 | $250K | Sell |
1,564
-290
| -16% | -$46.4K | 0.24% | 63 |
|
|
2022
Q2 | $298K | Hold |
1,854
| – | – | 0.22% | 63 |
|
|
2022
Q1 | $315K | Hold |
1,854
| – | – | 0.21% | 46 |
|
|
2021
Q4 | $250K | Buy |
+1,854
| New | +$250K | 0.16% | 63 |
|