Harbour Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9M | Buy |
27,250
+803
| +3% | +$115K | 0.1% | 190 |
|
2025
Q1 | $4.42M | Buy |
26,447
+891
| +3% | +$149K | 0.13% | 150 |
|
2024
Q4 | $3.7M | Sell |
25,556
-666
| -3% | -$96.5K | 0.11% | 164 |
|
2024
Q3 | $3.86M | Sell |
26,222
-70
| -0.3% | -$10.3K | 0.12% | 148 |
|
2024
Q2 | $4.11M | Buy |
26,292
+99
| +0.4% | +$15.5K | 0.14% | 127 |
|
2024
Q1 | $4.13M | Buy |
26,193
+4,578
| +21% | +$722K | 0.15% | 131 |
|
2023
Q4 | $3.22M | Buy |
21,615
+3,261
| +18% | +$486K | 0.13% | 141 |
|
2023
Q3 | $3.09M | Buy |
18,354
+1,289
| +8% | +$217K | 0.16% | 133 |
|
2023
Q2 | $2.69M | Buy |
17,065
+153
| +0.9% | +$24.1K | 0.13% | 147 |
|
2023
Q1 | $2.76M | Sell |
16,912
-281
| -2% | -$45.8K | 0.15% | 126 |
|
2022
Q4 | $3.09M | Buy |
17,193
+3,273
| +24% | +$587K | 0.19% | 105 |
|
2022
Q3 | $2.02M | Hold |
13,920
| – | – | 0.14% | 146 |
|
2022
Q2 | $2.02M | Buy |
+13,920
| New | +$2.02M | 0.14% | 146 |
|
2021
Q4 | $1.53M | Sell |
13,048
-38,455
| -75% | -$4.51M | 0.09% | 217 |
|
2021
Q3 | $5.23M | Sell |
51,503
-2,947
| -5% | -$299K | 0.17% | 114 |
|
2021
Q2 | $5.7M | Buy |
54,450
+3,179
| +6% | +$333K | 0.18% | 101 |
|
2021
Q1 | $5.37M | Buy |
+51,271
| New | +$5.37M | 0.19% | 98 |
|