Herold Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
28,194
+2,429
| +9% | +$348K | 0.85% | 29 |
|
|
2025
Q1 | $4.31M | Sell |
25,765
-324
| -1% | -$54.2K | 0.95% | 25 |
|
|
2024
Q4 | $3.78M | Buy |
26,089
+390
| +2% | +$56.5K | 0.82% | 28 |
|
|
2024
Q3 | $3.78M | Buy |
25,699
+893
| +4% | +$132K | 0.82% | 29 |
|
|
2024
Q2 | $3.88M | Buy |
24,806
+36
| +0.1% | +$5.63K | 0.9% | 23 |
|
|
2024
Q1 | $3.91M | Buy |
24,770
+305
| +1% | +$48.1K | 0.95% | 23 |
|
|
2023
Q4 | $3.65M | Buy |
24,465
+446
| +2% | +$66.5K | 1.01% | 22 |
|
|
2023
Q3 | $4.05M | Buy |
24,019
+1,800
| +8% | +$304K | 1.23% | 14 |
|
|
2023
Q2 | $3.5M | Buy |
22,219
+463
| +2% | +$72.8K | 1.07% | 20 |
|
|
2023
Q1 | $3.55M | Buy |
21,756
+657
| +3% | +$107K | 1.23% | 19 |
|
|
2022
Q4 | $3.79M | Sell |
21,099
-133
| -0.6% | -$23.9K | 1.6% | 10 |
|
|
2022
Q3 | $3.05M | Buy |
21,232
+107
| +0.5% | +$15.4K | 1.47% | 9 |
|
|
2022
Q2 | $3.06M | Sell |
21,125
-143
| -0.7% | -$20.7K | 1.36% | 11 |
|
|
2022
Q1 | $3.46M | Buy |
21,268
+337
| +2% | +$54.9K | 1.23% | 10 |
|
|
2021
Q4 | $2.46M | Buy |
20,931
+261
| +1% | +$30.6K | 0.95% | 25 |
|
|
2021
Q3 | $2.1M | Buy |
+20,670
| New | +$2.1M | 0.82% | 27 |
|