Heritage Wealth Management (Texas)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,952
+3
| +0.2% | +$430 | 0.14% | 30 |
|
|
2025
Q1 | $326K | Sell |
1,949
-19
| -1% | -$3.18K | 0.19% | 28 |
|
|
2024
Q4 | $285K | Buy |
1,968
+3
| +0.2% | +$435 | 0.17% | 28 |
|
|
2024
Q3 | $289K | Buy |
1,965
+3
| +0.2% | +$442 | 0.17% | 31 |
|
|
2024
Q2 | $307K | Buy |
1,962
+3
| +0.2% | +$469 | 0.19% | 29 |
|
|
2024
Q1 | $309K | Buy |
1,959
+2
| +0.1% | +$316 | 0.2% | 31 |
|
|
2023
Q4 | $292K | Buy |
1,957
+245
| +14% | +$36.5K | 0.21% | 30 |
|
|
2023
Q3 | $289K | Sell |
1,712
-7
| -0.4% | -$1.18K | 0.26% | 23 |
|
|
2023
Q2 | $270K | Buy |
+1,719
| New | +$270K | 0.24% | 23 |
|
|
2023
Q1 | – | Sell |
-1,297
| Closed | -$233K | – | 27 |
|
|
2022
Q4 | $233K | Buy |
+1,297
| New | +$233K | 0.24% | 26 |
|