HBC Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$157K | – | 180 |
|
|
2024
Q2 | $157K | Hold |
1,000
| – | – | 0.1% | 38 |
|
|
2024
Q1 | $159K | Sell |
1,000
-190
| -16% | -$30.2K | 0.11% | 34 |
|
|
2023
Q4 | $177K | Buy |
1,190
+1,000
| +526% | +$149K | 0.12% | 33 |
|
|
2023
Q3 | $32K | Sell |
190
-30
| -14% | -$5.05K | 0.02% | 75 |
|
|
2023
Q2 | $33K | Hold |
220
| – | – | 0.02% | 80 |
|
|
2023
Q1 | $37K | Buy |
+220
| New | +$37K | 0.03% | 82 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$28K | – | 169 |
|
|
2022
Q2 | $28K | Hold |
200
| – | – | 0.02% | 81 |
|
|
2022
Q1 | $31K | Hold |
200
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $23K | Hold |
200
| – | – | 0.01% | 95 |
|
|
2021
Q3 | $21K | Sell |
200
-408
| -67% | -$42.8K | 0.01% | 92 |
|
|
2021
Q2 | $59K | Hold |
608
| – | – | 0.04% | 55 |
|
|
2021
Q1 | $63.4K | Hold |
608
| – | – | 0.04% | 52 |
|
|
2020
Q4 | $55K | Hold |
608
| – | – | 0.04% | 60 |
|
|
2020
Q3 | $43K | Sell |
608
-134
| -18% | -$9.48K | 0.04% | 65 |
|
|
2020
Q2 | $66K | Hold |
742
| – | – | 0.06% | 50 |
|
|
2020
Q1 | $53K | Sell |
742
-300
| -29% | -$21.4K | 0.06% | 48 |
|
|
2019
Q4 | $126K | Buy |
+1,042
| New | +$126K | 0.11% | 36 |
|