Halbert Hargrove Global Advisors’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 | $96.7K | Buy |
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|
2025
Q2 | $11.5K | Sell |
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|
2025
Q1 | $23.5K | Buy |
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|
2024
Q4 | $11.7K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $448K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $432K | Buy |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $500K | Buy |
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|
2017
Q3 | $469K | Sell |
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|
2017
Q2 | $489K | Sell |
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|
2017
Q1 | $509K | Sell |
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|
2016
Q4 | $587K | Buy |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $517K | Buy |
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|
2016
Q1 | $431K | Sell |
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|
2015
Q4 | $427K | Buy |
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|
2015
Q3 | $292K | Sell |
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|
2015
Q2 | $881K | Sell |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $603K | Buy |
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|
2014
Q3 | $586K | Buy |
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|
2014
Q2 | $568K | Buy |
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|
2014
Q1 | $514K | Sell |
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|
2013
Q4 | $567K | Sell |
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|
2013
Q3 | $904K | Sell |
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|
2013
Q2 | $917K | Buy |
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