Hemington Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
1,638
-162
| -9% | -$23.1K | 0.03% | 119 |
|
|
2025
Q1 | $301K | Buy |
1,800
+68
| +4% | +$11.4K | 0.05% | 97 |
|
|
2024
Q4 | $250K | Buy |
1,732
+273
| +19% | +$39.4K | 0.06% | 107 |
|
|
2024
Q3 | $217K | Buy |
+1,459
| New | +$217K | 0.06% | 114 |
|
|
2023
Q3 | – | Sell |
-1,409
| Closed | -$221K | – | 92 |
|
|
2023
Q2 | $221K | Sell |
1,409
-72
| -5% | -$11.3K | 0.09% | 95 |
|
|
2023
Q1 | $241K | Buy |
1,481
+23
| +2% | +$3.74K | 0.1% | 90 |
|
|
2022
Q4 | $261K | Buy |
+1,458
| New | +$261K | 0.11% | 85 |
|