Harel Insurance Investments & Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Sell |
8,613
-4,160
| -33% | -$596K | 0.01% | 162 |
|
2025
Q1 | $2.14M | Buy |
12,773
+12,503
| +4,631% | +$2.09M | 0.03% | 143 |
|
2024
Q4 | $39K | Sell |
270
-3,175
| -92% | -$459K | ﹤0.01% | 326 |
|
2024
Q3 | $507K | Sell |
3,445
-320
| -8% | -$47.1K | 0.01% | 166 |
|
2024
Q2 | $589K | Sell |
3,765
-343
| -8% | -$53.7K | 0.01% | 171 |
|
2024
Q1 | $648K | Sell |
4,108
-6,727
| -62% | -$1.06M | 0.01% | 155 |
|
2023
Q4 | $1.62M | Sell |
10,835
-4,700
| -30% | -$701K | 0.03% | 146 |
|
2023
Q3 | $2.62M | Buy |
15,535
+14,954
| +2,574% | +$2.53M | 0.05% | 112 |
|
2023
Q2 | $91K | Sell |
581
-4,430
| -88% | -$694K | ﹤0.01% | 389 |
|
2023
Q1 | $814K | Buy |
5,011
+85
| +2% | +$13.8K | 0.02% | 182 |
|
2022
Q4 | $876K | Sell |
4,926
-7,093
| -59% | -$1.26M | 0.02% | 161 |
|
2022
Q3 | $1.74M | Buy |
12,019
+2,069
| +21% | +$300K | 0.04% | 143 |
|
2022
Q2 | $1.44M | Buy |
9,950
+3,450
| +53% | +$500K | 0.03% | 154 |
|
2022
Q1 | $1.06M | Sell |
6,500
-1,500
| -19% | -$244K | 0.02% | 196 |
|
2021
Q4 | $938K | Buy |
8,000
+2,000
| +33% | +$235K | 0.02% | 176 |
|
2021
Q3 | $609K | Sell |
6,000
-2,280
| -28% | -$231K | 0.02% | 212 |
|
2021
Q2 | $2.83M | Sell |
8,280
-720
| -8% | -$246K | 0.06% | 149 |
|
2021
Q1 | $3.15M | Buy |
9,000
+3,440
| +62% | +$1.2M | 0.06% | 174 |
|
2020
Q4 | $1.51M | Hold |
5,560
| – | – | 0.04% | 223 |
|
2020
Q3 | $400K | Buy |
+5,560
| New | +$400K | 0.01% | 227 |
|
2019
Q4 | – | Sell |
-1,432
| Closed | -$170K | – | 481 |
|
2019
Q3 | $170K | Sell |
1,432
-1,468
| -51% | -$174K | 0.01% | 215 |
|
2019
Q2 | $361K | Buy |
2,900
+2,600
| +867% | +$324K | 0.02% | 144 |
|
2019
Q1 | $37K | Sell |
300
-1,300
| -81% | -$160K | ﹤0.01% | 296 |
|
2018
Q4 | $174K | Sell |
1,600
-4,700
| -75% | -$511K | 0.01% | 185 |
|
2018
Q3 | $770K | Sell |
6,300
-1,000
| -14% | -$122K | 0.04% | 119 |
|
2018
Q2 | $923K | Buy |
7,300
+3,000
| +70% | +$379K | 0.05% | 98 |
|
2018
Q1 | $490K | Buy |
4,300
+1,500
| +54% | +$171K | 0.03% | 150 |
|
2017
Q4 | $351K | Buy |
2,800
+147
| +6% | +$18.4K | 0.02% | 164 |
|
2017
Q3 | $312K | Buy |
2,653
+700
| +36% | +$82.3K | 0.03% | 139 |
|
2017
Q2 | $204K | Sell |
1,953
-214
| -10% | -$22.4K | 0.02% | 183 |
|
2017
Q1 | $230K | Buy |
+2,167
| New | +$230K | 0.02% | 151 |
|
2016
Q3 | – | Sell |
-2,804
| Closed | -$294K | – | 507 |
|
2016
Q2 | $294K | Buy |
+2,804
| New | +$294K | 0.04% | 125 |
|