Harvest Investment 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 | $297K | Buy |
2,077
+135
| +7% | +$19.3K | 0.07% | 254 |
|
|
2025
Q1 | $325K | Sell |
1,942
-173
| -8% | -$28.9K | 0.09% | 200 |
|
|
2024
Q4 | $306K | Sell |
2,115
-800
| -27% | -$116K | 0.08% | 212 |
|
|
2024
Q3 | $429K | Buy |
2,915
+256
| +10% | +$37.7K | 0.14% | 151 |
|
|
2024
Q2 | $416K | Sell |
2,659
-227
| -8% | -$35.5K | 0.17% | 125 |
|
|
2024
Q1 | $455K | Buy |
2,886
+23
| +0.8% | +$3.63K | 0.18% | 115 |
|
|
2023
Q4 | $427K | Sell |
2,863
-59
| -2% | -$8.8K | 0.2% | 122 |
|
|
2023
Q3 | $493K | Buy |
+2,922
| New | +$493K | 0.32% | 82 |
|
|
2020
Q1 | – | Sell |
-2,402
| Closed | -$289K | – | 108 |
|
|
2019
Q4 | $289K | Sell |
2,402
-1,976
| -45% | -$238K | 0.15% | 110 |
|
|
2019
Q3 | $508K | Buy |
4,378
+143
| +3% | +$16.6K | 0.25% | 72 |
|
|
2019
Q2 | $528K | Buy |
4,235
+2,043
| +93% | +$255K | 0.3% | 73 |
|
|
2019
Q1 | $273K | Buy |
2,192
+341
| +18% | +$42.5K | 0.16% | 115 |
|
|
2018
Q4 | $206K | Buy |
+1,851
| New | +$206K | 0.19% | 116 |
|