HBW
Hazlett, Burt & Watson’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Sell |
6,330
-1,175
| -16% | -$169K | 0.37% | 63 |
|
|
2025
Q1 | $1.25M | Buy |
7,505
+99
| +1% | +$16.5K | 0.56% | 47 |
|
|
2024
Q4 | $1.08M | Buy |
7,406
+525
| +8% | +$76.2K | 0.48% | 51 |
|
|
2024
Q3 | $1.01M | Buy |
6,881
+416
| +6% | +$61.3K | 0.47% | 49 |
|
|
2024
Q2 | $1.01M | Buy |
6,465
+613
| +10% | +$95.9K | 0.52% | 43 |
|
|
2024
Q1 | $924K | Buy |
5,852
+276
| +5% | +$43.6K | 0.55% | 37 |
|
|
2023
Q4 | $831K | Buy |
5,576
+326
| +6% | +$48.6K | 0.56% | 35 |
|
|
2023
Q3 | $886K | Buy |
5,250
+45
| +0.9% | +$7.59K | 0.66% | 25 |
|
|
2023
Q2 | $816K | Buy |
5,205
+83
| +2% | +$13K | 0.61% | 25 |
|
|
2023
Q1 | $837K | Buy |
5,122
+264
| +5% | +$43.1K | 0.68% | 24 |
|
|
2022
Q4 | $869K | Buy |
4,858
+3
| +0.1% | +$537 | 0.76% | 25 |
|
|
2022
Q3 | $696K | Buy |
4,855
+55
| +1% | +$7.89K | 0.67% | 30 |
|
|
2022
Q2 | $694K | Buy |
4,800
+61
| +1% | +$8.82K | 0.64% | 32 |
|
|
2022
Q1 | $771K | Buy |
+4,739
| New | +$771K | 0.61% | 35 |
|