HA
HC Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
3,445
-290
| -8% | -$41.5K | 0.35% | 31 |
|
|
2025
Q1 | $625K | Sell |
3,735
-44
| -1% | -$7.36K | 0.47% | 29 |
|
|
2024
Q4 | $547K | Buy |
3,779
+386
| +11% | +$55.9K | 0.44% | 28 |
|
|
2024
Q3 | $500K | Buy |
3,393
+91
| +3% | +$13.4K | 0.41% | 28 |
|
|
2024
Q2 | $517K | Sell |
3,302
-1,942
| -37% | -$304K | 0.48% | 25 |
|
|
2024
Q1 | $827K | Buy |
5,244
+30
| +0.6% | +$4.73K | 0.39% | 46 |
|
|
2023
Q4 | $778K | Buy |
5,214
+118
| +2% | +$17.6K | 0.44% | 43 |
|
|
2023
Q3 | $859K | Buy |
5,096
+1,461
| +40% | +$246K | 0.51% | 37 |
|
|
2023
Q2 | $572K | Buy |
3,635
+200
| +6% | +$31.5K | 0.33% | 50 |
|
|
2023
Q1 | $560K | Buy |
3,435
+181
| +6% | +$29.5K | 0.35% | 48 |
|
|
2022
Q4 | $584K | Sell |
3,254
-229
| -7% | -$41.1K | 0.4% | 42 |
|
|
2022
Q3 | $501K | Buy |
3,483
+135
| +4% | +$19.4K | 0.34% | 48 |
|
|
2022
Q2 | $485K | Buy |
3,348
+351
| +12% | +$50.8K | 0.35% | 46 |
|
|
2022
Q1 | $488K | Buy |
+2,997
| New | +$488K | 0.31% | 45 |
|
|
2021
Q2 | – | Sell |
-1,962
| Closed | -$206K | – | 86 |
|
|
2021
Q1 | $206K | Buy |
+1,962
| New | +$206K | 0.13% | 77 |
|
|
2020
Q3 | – | Sell |
-7,269
| Closed | -$649K | – | 78 |
|
|
2020
Q2 | $649K | Buy |
+7,269
| New | +$649K | 0.54% | 40 |
|
|
2020
Q1 | – | Sell |
-8,192
| Closed | -$987K | – | 33 |
|
|
2019
Q4 | $987K | Buy |
+8,192
| New | +$987K | 1.02% | 25 |
|