HFM
Hartford Financial Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
16,688
-20,062
| -55% | -$2.87M | 0.65% | 44 |
|
|
2025
Q1 | $6.15M | Sell |
36,750
-480
| -1% | -$80.3K | 1.27% | 17 |
|
|
2024
Q4 | $5.39M | Sell |
37,230
-692
| -2% | -$100K | 1.1% | 24 |
|
|
2024
Q3 | $5.58M | Sell |
37,922
-1,728
| -4% | -$254K | 1.14% | 24 |
|
|
2024
Q2 | $6.2M | Buy |
39,650
+277
| +0.7% | +$43.3K | 1.33% | 16 |
|
|
2024
Q1 | $6.21M | Buy |
39,373
+359
| +0.9% | +$56.6K | 1.31% | 19 |
|
|
2023
Q4 | $5.82M | Buy |
39,014
+237
| +0.6% | +$35.4K | 1.32% | 18 |
|
|
2023
Q3 | $6.54M | Sell |
38,777
-5
| -0% | -$843 | 1.67% | 9 |
|
|
2023
Q2 | $6.1M | Buy |
38,782
+384
| +1% | +$60.4K | 1.51% | 14 |
|
|
2023
Q1 | $6.27M | Sell |
38,398
-355
| -0.9% | -$57.9K | 1.62% | 10 |
|
|
2022
Q4 | $6.96M | Sell |
38,753
-31
| -0.1% | -$5.56K | 1.84% | 6 |
|
|
2022
Q3 | $5.57M | Buy |
38,784
+544
| +1% | +$78.2K | 1.64% | 10 |
|
|
2022
Q2 | $5.54M | Sell |
38,240
-1,004
| -3% | -$145K | 1.53% | 16 |
|
|
2022
Q1 | $6.39M | Sell |
39,244
-213
| -0.5% | -$34.7K | 1.54% | 10 |
|
|
2021
Q4 | $4.63M | Sell |
39,457
-200
| -0.5% | -$23.5K | 1.08% | 27 |
|
|
2021
Q3 | $4.02M | Buy |
39,657
+234
| +0.6% | +$23.7K | 1.02% | 29 |
|
|
2021
Q2 | $4.13M | Sell |
39,423
-66
| -0.2% | -$6.91K | 1.02% | 32 |
|
|
2021
Q1 | $4.14M | Buy |
39,489
+7,438
| +23% | +$779K | 1.03% | 31 |
|
|
2020
Q4 | $2.71M | Sell |
32,051
-38
| -0.1% | -$3.21K | 0.72% | 48 |
|
|
2020
Q3 | $2.31M | Buy |
32,089
+342
| +1% | +$24.6K | 0.68% | 50 |
|
|
2020
Q2 | $2.83M | Buy |
31,747
+480
| +2% | +$42.8K | 0.9% | 37 |
|
|
2020
Q1 | $2.27M | Sell |
31,267
-3,953
| -11% | -$286K | 0.91% | 37 |
|
|
2019
Q4 | $4.24M | Sell |
35,220
-619
| -2% | -$74.6K | 1.33% | 19 |
|
|
2019
Q3 | $4.25M | Sell |
35,839
-332
| -0.9% | -$39.4K | 1.42% | 18 |
|
|
2019
Q2 | $4.5M | Buy |
36,171
+163
| +0.5% | +$20.3K | 1.5% | 17 |
|
|
2019
Q1 | $4.44M | Buy |
36,008
+696
| +2% | +$85.7K | 1.52% | 16 |
|
|
2018
Q4 | $3.84M | Sell |
35,312
-8
| -0% | -$870 | 1.47% | 15 |
|
|
2018
Q3 | $4.32M | Buy |
35,320
+1,706
| +5% | +$209K | 1.46% | 16 |
|
|
2018
Q2 | $4.25M | Buy |
33,614
+10,147
| +43% | +$1.28M | 1.51% | 13 |
|
|
2018
Q1 | $2.68M | Buy |
23,467
+1,240
| +6% | +$141K | 1.35% | 23 |
|
|
2017
Q4 | $2.78M | Sell |
22,227
-2,250
| -9% | -$282K | 1.37% | 22 |
|
|
2017
Q3 | $2.88M | Sell |
24,477
-196
| -0.8% | -$23K | 1.46% | 18 |
|
|
2017
Q2 | $2.57M | Buy |
24,673
+870
| +4% | +$90.8K | 1.16% | 25 |
|
|
2017
Q1 | $2.56M | Sell |
23,803
-2,075
| -8% | -$223K | 1.54% | 18 |
|
|
2016
Q4 | $3.05M | Sell |
25,878
-1,428
| -5% | -$168K | 1.81% | 14 |
|
|
2016
Q3 | $2.81M | Sell |
27,306
-1,468
| -5% | -$151K | 1.71% | 16 |
|
|
2016
Q2 | $3.02M | Sell |
28,774
-1,214
| -4% | -$127K | 1.82% | 15 |
|
|
2016
Q1 | $2.86M | Sell |
29,988
-586
| -2% | -$55.9K | 1.78% | 16 |
|
|
2015
Q4 | $2.75M | Sell |
30,574
-150
| -0.5% | -$13.5K | 1.72% | 18 |
|
|
2015
Q3 | $2.42M | Sell |
30,724
-50
| -0.2% | -$3.94K | 1.62% | 19 |
|
|
2015
Q2 | $2.97M | Sell |
30,774
-50
| -0.2% | -$4.82K | 1.73% | 15 |
|
|
2015
Q1 | $3.24M | Buy |
30,824
+1,000
| +3% | +$105K | 1.99% | 10 |
|
|
2014
Q4 | $3.35M | Buy |
29,824
+2,850
| +11% | +$320K | 2.06% | 11 |
|
|
2014
Q3 | $3.22M | Sell |
26,974
-850
| -3% | -$101K | 1.93% | 9 |
|
|
2014
Q2 | $3.63M | Sell |
27,824
-250
| -0.9% | -$32.6K | 2.2% | 4 |
|
|
2014
Q1 | $3.34M | Buy |
28,074
+50
| +0.2% | +$5.95K | 2.18% | 6 |
|
|
2013
Q4 | $3.5M | Buy |
28,024
+1,950
| +7% | +$244K | 2.27% | 5 |
|
|
2013
Q3 | $3.17M | Sell |
26,074
-485
| -2% | -$58.9K | 2.19% | 6 |
|
|
2013
Q2 | $3.14M | Buy |
+26,559
| New | +$3.14M | 2.17% | 7 |
|