HHGA
Halbert Hargrove Global Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
80
-60
| -43% | -$8.65K | ﹤0.01% | 209 |
|
|
2025
Q1 | $23.5K | Buy |
140
+60
| +75% | +$10.1K | ﹤0.01% | 172 |
|
|
2024
Q4 | $11.7K | Buy |
+80
| New | +$11.7K | ﹤0.01% | 200 |
|
|
2023
Q2 | – | Sell |
-3,393
| Closed | -$554K | – | 109 |
|
|
2023
Q1 | $554K | Buy |
3,393
+117
| +4% | +$19.1K | 0.04% | 72 |
|
|
2022
Q4 | $588K | Buy |
3,276
+162
| +5% | +$29.1K | 0.04% | 66 |
|
|
2022
Q3 | $448K | Buy |
3,114
+358
| +13% | +$51.5K | 0.03% | 72 |
|
|
2022
Q2 | $399K | Buy |
2,756
+263
| +11% | +$38.1K | 0.03% | 78 |
|
|
2022
Q1 | $406K | Buy |
2,493
+36
| +1% | +$5.86K | 0.03% | 87 |
|
|
2021
Q4 | $288K | Buy |
2,457
+128
| +5% | +$15K | 0.02% | 118 |
|
|
2021
Q3 | $236K | Sell |
2,329
-6,203
| -73% | -$629K | 0.02% | 124 |
|
|
2021
Q2 | $894K | Buy |
8,532
+144
| +2% | +$15.1K | 0.06% | 46 |
|
|
2021
Q1 | $879K | Buy |
8,388
+41
| +0.5% | +$4.3K | 0.06% | 41 |
|
|
2020
Q4 | $705K | Buy |
8,347
+223
| +3% | +$18.8K | 0.05% | 42 |
|
|
2020
Q3 | $585K | Buy |
8,124
+5,559
| +217% | +$400K | 0.06% | 43 |
|
|
2020
Q2 | $229K | Buy |
+2,565
| New | +$229K | 0.03% | 72 |
|
|
2020
Q1 | – | Sell |
-3,322
| Closed | -$400K | – | 81 |
|
|
2019
Q4 | $400K | Sell |
3,322
-302
| -8% | -$36.4K | 0.1% | 45 |
|
|
2019
Q3 | $430K | Buy |
3,624
+25
| +0.7% | +$2.97K | 0.11% | 39 |
|
|
2019
Q2 | $448K | Buy |
+3,599
| New | +$448K | 0.12% | 32 |
|
|
2019
Q1 | – | Sell |
-3,975
| Closed | -$432K | – | 42 |
|
|
2018
Q4 | $432K | Buy |
3,975
+115
| +3% | +$12.5K | 0.1% | 37 |
|
|
2018
Q3 | $472K | Sell |
3,860
-115
| -3% | -$14.1K | 0.12% | 31 |
|
|
2018
Q2 | $503K | Sell |
3,975
-42
| -1% | -$5.32K | 0.13% | 28 |
|
|
2018
Q1 | $458K | Buy |
4,017
+19
| +0.5% | +$2.17K | 0.12% | 30 |
|
|
2017
Q4 | $500K | Buy |
3,998
+5
| +0.1% | +$625 | 0.13% | 29 |
|
|
2017
Q3 | $469K | Sell |
3,993
-691
| -15% | -$81.2K | 0.13% | 27 |
|
|
2017
Q2 | $489K | Sell |
4,684
-56
| -1% | -$5.85K | 0.13% | 31 |
|
|
2017
Q1 | $509K | Sell |
4,740
-246
| -5% | -$26.4K | 0.13% | 34 |
|
|
2016
Q4 | $587K | Buy |
4,986
+462
| +10% | +$54.4K | 0.16% | 27 |
|
|
2016
Q3 | $466K | Sell |
4,524
-412
| -8% | -$42.4K | 0.13% | 31 |
|
|
2016
Q2 | $517K | Buy |
4,936
+414
| +9% | +$43.4K | 0.15% | 27 |
|
|
2016
Q1 | $431K | Sell |
4,522
-228
| -5% | -$21.7K | 0.15% | 31 |
|
|
2015
Q4 | $427K | Buy |
4,750
+1,049
| +28% | +$94.3K | 0.18% | 36 |
|
|
2015
Q3 | $292K | Sell |
3,701
-5,432
| -59% | -$429K | 0.14% | 60 |
|
|
2015
Q2 | $881K | Sell |
9,133
-576
| -6% | -$55.6K | 0.21% | 33 |
|
|
2015
Q1 | $1.02M | Buy |
9,709
+4,332
| +81% | +$455K | 0.33% | 28 |
|
|
2014
Q4 | $603K | Buy |
5,377
+469
| +10% | +$52.6K | 0.3% | 30 |
|
|
2014
Q3 | $586K | Buy |
4,908
+560
| +13% | +$66.9K | 0.16% | 45 |
|
|
2014
Q2 | $568K | Buy |
4,348
+27
| +0.6% | +$3.53K | 0.17% | 36 |
|
|
2014
Q1 | $514K | Sell |
4,321
-220
| -5% | -$26.2K | 0.16% | 36 |
|
|
2013
Q4 | $567K | Sell |
4,541
-2,898
| -39% | -$362K | 0.18% | 34 |
|
|
2013
Q3 | $904K | Sell |
7,439
-307
| -4% | -$37.3K | 0.3% | 17 |
|
|
2013
Q2 | $917K | Buy |
+7,746
| New | +$917K | 0.34% | 17 |
|