HPIA
Hamilton Point Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,446
-32
| -2% | -$4.58K | 0.03% | 126 |
|
|
2025
Q1 | $247K | Buy |
1,478
+39
| +3% | +$6.53K | 0.04% | 115 |
|
|
2024
Q4 | $208K | Hold |
1,439
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $212K | Hold |
1,439
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $225K | Hold |
1,439
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $227K | Buy |
+1,439
| New | +$227K | 0.04% | 110 |
|
|
2020
Q1 | – | Sell |
-26,988
| Closed | -$3.25M | – | 68 |
|
|
2019
Q4 | $3.25M | Buy |
26,988
+200
| +0.7% | +$24.1K | 1.24% | 40 |
|
|
2019
Q3 | $3.18M | Buy |
26,788
+1,159
| +5% | +$137K | 1.3% | 40 |
|
|
2019
Q2 | $3.19M | Buy |
25,629
+168
| +0.7% | +$20.9K | 1.36% | 37 |
|
|
2019
Q1 | $3.14M | Sell |
25,461
-158
| -0.6% | -$19.5K | 1.4% | 34 |
|
|
2018
Q4 | $2.79M | Buy |
25,619
+774
| +3% | +$84.2K | 1.41% | 33 |
|
|
2018
Q3 | $3.04M | Buy |
24,845
+5
| +0% | +$611 | 1.42% | 33 |
|
|
2018
Q2 | $3.14M | Buy |
24,840
+241
| +1% | +$30.5K | 1.56% | 29 |
|
|
2018
Q1 | $2.81M | Buy |
24,599
+10,957
| +80% | +$1.25M | 1.42% | 34 |
|
|
2017
Q4 | $1.71M | Sell |
13,642
-775
| -5% | -$97K | 0.89% | 49 |
|
|
2017
Q3 | $1.69M | Buy |
14,417
+128
| +0.9% | +$15K | 0.92% | 50 |
|
|
2017
Q2 | $1.49M | Sell |
14,289
-5
| -0% | -$522 | 0.84% | 53 |
|
|
2017
Q1 | $1.54M | Sell |
14,294
-183
| -1% | -$19.7K | 0.87% | 54 |
|
|
2016
Q4 | $1.7M | Buy |
14,477
+145
| +1% | +$17.1K | 1.05% | 49 |
|
|
2016
Q3 | $1.48M | Buy |
14,332
+531
| +4% | +$54.6K | 0.93% | 55 |
|
|
2016
Q2 | $1.45M | Buy |
13,801
+575
| +4% | +$60.3K | 0.95% | 55 |
|
|
2016
Q1 | $1.26M | Buy |
13,226
+14
| +0.1% | +$1.34K | 0.84% | 57 |
|
|
2015
Q4 | $1.19M | Buy |
13,212
+1,175
| +10% | +$106K | 0.82% | 58 |
|
|
2015
Q3 | $949K | Buy |
12,037
+600
| +5% | +$47.3K | 0.74% | 58 |
|
|
2015
Q2 | $1.1M | Buy |
11,437
+140
| +1% | +$13.5K | 0.89% | 52 |
|
|
2015
Q1 | $1.19M | Buy |
11,297
+1,150
| +11% | +$121K | 0.98% | 50 |
|
|
2014
Q4 | $1.14M | Buy |
10,147
+517
| +5% | +$58K | 0.98% | 54 |
|
|
2014
Q3 | $1.15M | Buy |
9,630
+175
| +2% | +$20.9K | 1.07% | 48 |
|
|
2014
Q2 | $1.23M | Sell |
9,455
-30
| -0.3% | -$3.92K | 1.15% | 45 |
|
|
2014
Q1 | $1.13M | Buy |
9,485
+473
| +5% | +$56.3K | 1.05% | 49 |
|
|
2013
Q4 | $1.13M | Buy |
+9,012
| New | +$1.13M | 1.12% | 43 |
|