HWA
HCR Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
20,113
-6
| -0% | -$859 | 0.34% | 51 |
|
|
2025
Q1 | $3.37M | Buy |
20,119
+19
| +0.1% | +$3.18K | 0.44% | 39 |
|
|
2024
Q4 | $2.91M | Sell |
20,100
-1,364
| -6% | -$198K | 0.36% | 44 |
|
|
2024
Q3 | $3.16M | Sell |
21,464
-222
| -1% | -$32.7K | 0.41% | 39 |
|
|
2024
Q2 | $3.39M | Buy |
21,686
+165
| +0.8% | +$25.8K | 0.48% | 33 |
|
|
2024
Q1 | $3.39M | Buy |
21,521
+400
| +2% | +$63.1K | 0.51% | 30 |
|
|
2023
Q4 | $3.15M | Buy |
21,121
+3,938
| +23% | +$587K | 0.5% | 34 |
|
|
2023
Q3 | $2.9M | Sell |
17,183
-393
| -2% | -$66.3K | 0.64% | 29 |
|
|
2023
Q2 | $2.77M | Sell |
17,576
-144
| -0.8% | -$22.7K | 0.51% | 35 |
|
|
2023
Q1 | $2.89M | Sell |
17,720
-575
| -3% | -$93.8K | 0.57% | 35 |
|
|
2022
Q4 | $3.28M | Buy |
18,295
+506
| +3% | +$90.8K | 0.69% | 30 |
|
|
2022
Q3 | $2.56M | Sell |
17,789
-120
| -0.7% | -$17.2K | 0.54% | 36 |
|
|
2022
Q2 | $2.59M | Sell |
17,909
-530
| -3% | -$76.7K | 0.52% | 41 |
|
|
2022
Q1 | $3M | Sell |
18,439
-364
| -2% | -$59.3K | 0.49% | 44 |
|
|
2021
Q4 | $2.21M | Buy |
18,803
+309
| +2% | +$36.3K | 0.34% | 67 |
|
|
2021
Q3 | $1.88M | Buy |
18,494
+149
| +0.8% | +$15.1K | 0.31% | 71 |
|
|
2021
Q2 | $1.92M | Buy |
18,345
+87
| +0.5% | +$9.11K | 0.33% | 69 |
|
|
2021
Q1 | $1.91M | Sell |
18,258
-2,722
| -13% | -$285K | 0.38% | 59 |
|
|
2020
Q4 | $1.77M | Buy |
20,980
+1,395
| +7% | +$118K | 0.37% | 56 |
|
|
2020
Q3 | $1.39M | Sell |
19,585
-316
| -2% | -$22.4K | 0.32% | 62 |
|
|
2020
Q2 | $1.76M | Buy |
19,901
+1,099
| +6% | +$97.1K | 0.41% | 40 |
|
|
2020
Q1 | $1.36M | Sell |
18,802
-13,441
| -42% | -$974K | 0.39% | 45 |
|
|
2019
Q4 | $3.89M | Buy |
32,243
+1,181
| +4% | +$142K | 0.94% | 19 |
|
|
2019
Q3 | $3.69M | Sell |
31,062
-859
| -3% | -$102K | 1.22% | 13 |
|
|
2019
Q2 | $3.97M | Buy |
31,921
+9,085
| +40% | +$1.13M | 1.13% | 15 |
|
|
2019
Q1 | $2.81M | Sell |
22,836
-10,860
| -32% | -$1.34M | 0.81% | 25 |
|
|
2018
Q4 | $3.67M | Sell |
33,696
-3,012
| -8% | -$328K | 1.18% | 12 |
|
|
2018
Q3 | $4.24M | Buy |
36,708
+19
| +0.1% | +$2.2K | 1.38% | 10 |
|
|
2018
Q2 | $4.6M | Buy |
36,689
+6
| +0% | +$753 | 1.51% | 10 |
|
|
2018
Q1 | $4.18M | Sell |
36,683
-16
| -0% | -$1.82K | 1.45% | 9 |
|
|
2017
Q4 | $4.59M | Buy |
36,699
+3,485
| +10% | +$436K | 1.6% | 8 |
|
|
2017
Q3 | $3.9M | Buy |
33,214
+10
| +0% | +$1.18K | 1.64% | 10 |
|
|
2017
Q2 | $3.46M | Buy |
33,204
+217
| +0.7% | +$22.6K | 1.71% | 9 |
|
|
2017
Q1 | $3.54M | Buy |
32,987
+434
| +1% | +$46.6K | 1.81% | 8 |
|
|
2016
Q4 | $3.83M | Buy |
+32,553
| New | +$3.83M | 2.02% | 6 |
|