Harvest Fund Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
215
+64
| +42% | +$9.23K | ﹤0.01% | 454 |
|
|
2025
Q1 | $25K | Buy |
151
+122
| +421% | +$20.2K | ﹤0.01% | 529 |
|
|
2024
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $4K | Sell |
29
-396
| -93% | -$54.6K | ﹤0.01% | 552 |
|
|
2024
Q2 | $66K | Sell |
425
-5
| -1% | -$776 | ﹤0.01% | 462 |
|
|
2024
Q1 | $68K | Buy |
430
+345
| +406% | +$54.6K | 0.01% | 465 |
|
|
2023
Q4 | $13K | Sell |
85
-1,280
| -94% | -$196K | ﹤0.01% | 521 |
|
|
2023
Q3 | $230K | Buy |
1,365
+163
| +14% | +$27.5K | 0.04% | 200 |
|
|
2023
Q2 | $189K | Sell |
1,202
-795
| -40% | -$125K | 0.04% | 214 |
|
|
2023
Q1 | $326K | Sell |
1,997
-4,690
| -70% | -$766K | 0.07% | 135 |
|
|
2022
Q4 | $1.2M | Hold |
6,687
| – | – | 0.31% | 53 |
|
|
2022
Q3 | $962K | Buy |
6,687
+656
| +11% | +$94.4K | 0.28% | 49 |
|
|
2022
Q2 | $873K | Sell |
6,031
-1,358
| -18% | -$197K | 0.24% | 51 |
|
|
2022
Q1 | $1.2M | Buy |
7,389
+1,014
| +16% | +$165K | 0.25% | 42 |
|
|
2021
Q4 | $748K | Buy |
6,375
+4,489
| +238% | +$527K | 0.13% | 66 |
|
|
2021
Q3 | $191K | Hold |
1,886
| – | – | 0.04% | 164 |
|
|
2021
Q2 | $200K | Hold |
1,886
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $197K | Buy |
1,886
+1,690
| +862% | +$177K | 0.02% | 145 |
|
|
2020
Q4 | $16K | Buy |
+196
| New | +$16K | ﹤0.01% | 516 |
|