HF Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,220
| Closed | -$204K | – | 165 |
|
|
2025
Q1 | $204K | Buy |
+1,220
| New | +$204K | 0.09% | 155 |
|
|
2024
Q4 | – | Sell |
-4,342
| Closed | -$639K | – | 160 |
|
|
2024
Q3 | $639K | Buy |
4,342
+380
| +10% | +$56K | 0.3% | 114 |
|
|
2024
Q2 | $620K | Buy |
3,962
+533
| +16% | +$83.4K | 0.32% | 107 |
|
|
2024
Q1 | $541K | Buy |
3,429
+554
| +19% | +$87.4K | 0.3% | 107 |
|
|
2023
Q4 | $429K | Buy |
2,875
+551
| +24% | +$82.2K | 0.27% | 112 |
|
|
2023
Q3 | $397K | Buy |
2,324
+900
| +63% | +$154K | 0.29% | 108 |
|
|
2023
Q2 | $224K | Buy |
1,424
+163
| +13% | +$25.7K | 0.18% | 129 |
|
|
2023
Q1 | $206K | Hold |
1,261
| – | – | 0.18% | 129 |
|
|
2022
Q4 | $226K | Buy |
+1,261
| New | +$226K | 0.23% | 122 |
|