Heck Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125
| Closed | -$20.9K | – | 189 |
|
|
2025
Q1 | $20.9K | Hold |
125
| – | – | ﹤0.01% | 193 |
|
|
2024
Q4 | $18.1K | Hold |
125
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $18.4K | Hold |
125
| – | – | ﹤0.01% | 183 |
|
|
2024
Q2 | $19.6K | Hold |
125
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $19.7K | Hold |
125
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $18.6K | Hold |
125
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $21.1K | Buy |
+125
| New | +$21.1K | ﹤0.01% | 161 |
|