HC Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $726K | Hold |
5,016
| – | – | 0.49% | 58 |
|
|
2022
Q1 | $817K | Buy |
5,016
+100
| +2% | +$16.3K | 0.49% | 60 |
|
|
2021
Q4 | $577K | Hold |
4,916
| – | – | 0.32% | 65 |
|
|
2021
Q3 | $499K | Sell |
4,916
-90
| -2% | -$9.14K | 0.3% | 67 |
|
|
2021
Q2 | $524K | Sell |
5,006
-337
| -6% | -$35.3K | 0.31% | 66 |
|
|
2021
Q1 | $560K | Sell |
5,343
-100
| -2% | -$10.5K | 0.34% | 60 |
|
|
2020
Q4 | $460K | Buy |
5,443
+143
| +3% | +$12.1K | 0.29% | 65 |
|
|
2020
Q3 | $382K | Sell |
5,300
-407
| -7% | -$29.3K | 0.27% | 65 |
|
|
2020
Q2 | $509K | Sell |
5,707
-580
| -9% | -$51.7K | 0.4% | 60 |
|
|
2020
Q1 | $456K | Sell |
6,287
-455
| -7% | -$33K | 0.41% | 59 |
|
|
2019
Q4 | $812K | Sell |
6,742
-35
| -0.5% | -$4.22K | 0.64% | 55 |
|
|
2019
Q3 | $804K | Buy |
+6,777
| New | +$804K | 0.69% | 53 |
|
|
2018
Q4 | – | Sell |
-7,020
| Closed | -$858K | – | 28 |
|
|
2018
Q3 | $858K | Sell |
7,020
-70
| -1% | -$8.56K | 0.76% | 48 |
|
|
2018
Q2 | $896K | Buy |
7,090
+3,746
| +112% | +$473K | 0.87% | 46 |
|
|
2018
Q1 | $381K | Sell |
3,344
-1,167
| -26% | -$133K | 0.38% | 64 |
|
|
2017
Q4 | $565K | Buy |
+4,511
| New | +$565K | 0.55% | 54 |
|