Harrell Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
10,062
-3,778
| -27% | -$541K | 0.37% | 60 |
|
|
2025
Q1 | $2.32M | Buy |
13,840
+4,572
| +49% | +$765K | 0.69% | 49 |
|
|
2024
Q4 | $1.34M | Sell |
9,268
-211
| -2% | -$30.6K | 0.38% | 62 |
|
|
2024
Q3 | $1.4M | Buy |
9,479
+20
| +0.2% | +$2.95K | 0.4% | 62 |
|
|
2024
Q2 | $1.48M | Buy |
9,459
+587
| +7% | +$91.8K | 0.43% | 61 |
|
|
2024
Q1 | $1.4M | Sell |
8,872
-387
| -4% | -$61K | 0.41% | 60 |
|
|
2023
Q4 | $1.38M | Buy |
9,259
+17
| +0.2% | +$2.54K | 0.43% | 58 |
|
|
2023
Q3 | $1.54M | Buy |
9,242
+14
| +0.2% | +$2.33K | 0.52% | 57 |
|
|
2023
Q2 | $1.45M | Buy |
9,228
+15
| +0.2% | +$2.36K | 0.49% | 56 |
|
|
2023
Q1 | $1.62M | Buy |
9,213
+15
| +0.2% | +$2.64K | 0.58% | 53 |
|
|
2022
Q4 | $1.65M | Buy |
9,198
+13
| +0.1% | +$2.33K | 0.65% | 49 |
|
|
2022
Q3 | $1.32M | Buy |
9,185
+14
| +0.2% | +$2.01K | 0.55% | 55 |
|
|
2022
Q2 | $1.33M | Sell |
9,171
-111
| -1% | -$16.1K | 0.54% | 55 |
|
|
2022
Q1 | $1.51M | Buy |
9,282
+12
| +0.1% | +$1.95K | 0.53% | 57 |
|
|
2021
Q4 | $1.09M | Sell |
9,270
-19
| -0.2% | -$2.23K | 0.33% | 65 |
|
|
2021
Q3 | $942K | Sell |
9,289
-22,099
| -70% | -$2.24M | 0.3% | 71 |
|
|
2021
Q2 | $3.29M | Buy |
31,388
+998
| +3% | +$105K | 1.07% | 33 |
|
|
2021
Q1 | $3.19M | Buy |
30,390
+3,548
| +13% | +$372K | 1.13% | 33 |
|
|
2020
Q4 | $2.27M | Sell |
26,842
-6,094
| -19% | -$515K | 0.87% | 44 |
|
|
2020
Q3 | $2.37M | Sell |
32,936
-3,055
| -8% | -$220K | 1.03% | 41 |
|
|
2020
Q2 | $3.21M | Buy |
35,991
+221
| +0.6% | +$19.7K | 1.63% | 19 |
|
|
2020
Q1 | $2.59M | Buy |
35,770
+5,070
| +17% | +$367K | 1.41% | 29 |
|
|
2019
Q4 | $3.7M | Buy |
+30,700
| New | +$3.7M | 1.69% | 15 |
|