HAM
Harmony Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
14,464
-334
| -2% | -$47.8K | 0.78% | 30 |
|
|
2025
Q1 | $2.48M | Sell |
14,798
-3,460
| -19% | -$579K | 1.04% | 24 |
|
|
2024
Q4 | $2.64M | Sell |
18,258
-3,948
| -18% | -$572K | 1.05% | 24 |
|
|
2024
Q3 | $3.27M | Sell |
22,206
-6,691
| -23% | -$985K | 1.2% | 19 |
|
|
2024
Q2 | $4.52M | Sell |
28,897
-495
| -2% | -$77.4K | 1.89% | 11 |
|
|
2024
Q1 | $4.64M | Buy |
29,392
+523
| +2% | +$82.5K | 1.91% | 12 |
|
|
2023
Q4 | $4.31M | Buy |
+28,869
| New | +$4.31M | 1.82% | 12 |
|