HFG Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
1,545
+17
| +1% | +$2.84K | 0.16% | 45 |
|
|
2025
Q1 | $221K | Sell |
1,528
-10
| -0.7% | -$1.45K | 0.13% | 49 |
|
|
2024
Q4 | $227K | Sell |
1,538
-6,026
| -80% | -$888K | 0.15% | 38 |
|
|
2024
Q3 | $1.18M | Hold |
7,564
| – | – | 0.75% | 25 |
|
|
2024
Q2 | $1.18M | Hold |
7,564
| – | – | 0.75% | 25 |
|
|
2024
Q1 | $1.19M | Sell |
7,564
-53,204
| -88% | -$8.39M | 0.7% | 22 |
|
|
2023
Q4 | $9.06M | Buy |
+60,768
| New | +$9.06M | 2.22% | 12 |
|
|
2023
Q1 | $9.6M | Buy |
+58,840
| New | +$9.6M | 1.99% | 13 |
|