Heritage Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
3,016
-156
| -5% | -$22.3K | 0.04% | 76 |
|
|
2025
Q1 | $531K | Sell |
3,172
-453
| -12% | -$75.8K | 0.05% | 62 |
|
|
2024
Q4 | $525K | Sell |
3,625
-369
| -9% | -$53.4K | 0.07% | 68 |
|
|
2024
Q3 | $588K | Buy |
3,994
+700
| +21% | +$103K | 0.08% | 54 |
|
|
2024
Q2 | $515K | Sell |
3,294
-76
| -2% | -$11.9K | 0.07% | 59 |
|
|
2024
Q1 | $532K | Buy |
3,370
+124
| +4% | +$19.6K | 0.08% | 59 |
|
|
2023
Q4 | $484K | Buy |
3,246
+1,212
| +60% | +$181K | 0.08% | 62 |
|
|
2023
Q3 | $343K | Buy |
2,034
+75
| +4% | +$12.6K | 0.07% | 60 |
|
|
2023
Q2 | $308K | Sell |
1,959
-177
| -8% | -$27.9K | 0.06% | 60 |
|
|
2023
Q1 | $349K | Sell |
2,136
-1
| -0% | -$163 | 0.08% | 57 |
|
|
2022
Q4 | $384K | Buy |
2,137
+153
| +8% | +$27.5K | 0.1% | 56 |
|
|
2022
Q3 | $285K | Sell |
1,984
-183
| -8% | -$26.3K | 0.17% | 49 |
|
|
2022
Q2 | $313K | Sell |
2,167
-1,383
| -39% | -$200K | 0.17% | 45 |
|
|
2022
Q1 | $578K | Buy |
3,550
+494
| +16% | +$80.4K | 0.38% | 36 |
|
|
2021
Q4 | $358K | Buy |
+3,056
| New | +$358K | 0.28% | 51 |
|