Heritage Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Buy |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $578K | Buy |
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|
2021
Q4 | $358K | Buy |
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