HG
Herbst Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,300
| Closed | -$1.89M | – | 58 |
|
|
2025
Q1 | $1.89M | Sell |
11,300
-150
| -1% | -$25.1K | 1.34% | 35 |
|
|
2024
Q4 | $1.66M | Sell |
11,450
-3,025
| -21% | -$438K | 1.03% | 41 |
|
|
2024
Q3 | $2.13M | Sell |
14,475
-75
| -0.5% | -$11K | 1.32% | 34 |
|
|
2024
Q2 | $2.28M | Sell |
14,550
-300
| -2% | -$46.9K | 1.38% | 30 |
|
|
2024
Q1 | $2.34M | Sell |
14,850
-450
| -3% | -$71K | 1.45% | 33 |
|
|
2023
Q4 | $2.28M | Buy |
15,300
+200
| +1% | +$29.8K | 1.46% | 34 |
|
|
2023
Q3 | $2.55M | Buy |
15,100
+800
| +6% | +$135K | 1.82% | 23 |
|
|
2023
Q2 | $2.25M | Sell |
14,300
-339
| -2% | -$53.3K | 1.55% | 25 |
|
|
2023
Q1 | $2.39M | Buy |
14,639
+239
| +2% | +$39K | 1.69% | 22 |
|
|
2022
Q4 | $2.58M | Buy |
14,400
+2,900
| +25% | +$521K | 2.09% | 18 |
|
|
2022
Q3 | $1.65M | Buy |
11,500
+2,300
| +25% | +$330K | 1.36% | 30 |
|
|
2022
Q2 | $1.35M | Buy |
9,200
+100
| +1% | +$14.7K | 1.07% | 44 |
|
|
2022
Q1 | $1.48M | Buy |
9,100
+100
| +1% | +$16.3K | 0.97% | 45 |
|
|
2021
Q4 | $1.06M | Buy |
+9,000
| New | +$1.06M | 0.65% | 62 |
|