HB Wealth 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 | $23.3M | Sell |
162,762
-13,667
| -8% | -$1.96M | 0.19% | 69 |
|
|
2025
Q1 | $29.5M | Buy |
176,429
+22,911
| +15% | +$3.83M | 0.25% | 58 |
|
|
2024
Q4 | $22.2M | Buy |
153,518
+12,605
| +9% | +$1.83M | 0.23% | 49 |
|
|
2024
Q3 | $20.8M | Buy |
140,913
+1,084
| +0.8% | +$160K | 0.22% | 49 |
|
|
2024
Q2 | $21.9M | Buy |
139,829
+7,111
| +5% | +$1.11M | 0.26% | 46 |
|
|
2024
Q1 | $20.9M | Buy |
132,718
+2,435
| +2% | +$384K | 0.26% | 41 |
|
|
2023
Q4 | $19.4M | Buy |
130,283
+1,234
| +1% | +$184K | 0.28% | 40 |
|
|
2023
Q3 | $21.8M | Buy |
129,049
+4,955
| +4% | +$836K | 0.35% | 31 |
|
|
2023
Q2 | $19.5M | Buy |
124,094
+13,941
| +13% | +$2.19M | 0.31% | 35 |
|
|
2023
Q1 | $18M | Buy |
110,153
+2,458
| +2% | +$401K | 0.31% | 34 |
|
|
2022
Q4 | $19.3M | Buy |
107,695
+10,745
| +11% | +$1.93M | 0.35% | 33 |
|
|
2022
Q3 | $13.9M | Buy |
96,950
+8,556
| +10% | +$1.23M | 0.3% | 38 |
|
|
2022
Q2 | $12.8M | Buy |
88,394
+34,411
| +64% | +$4.98M | 0.26% | 37 |
|
|
2022
Q1 | $8.79M | Buy |
53,983
+31,291
| +138% | +$5.1M | 0.16% | 61 |
|
|
2021
Q4 | $2.66M | Buy |
+22,692
| New | +$2.66M | 0.05% | 138 |
|