HFR 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 | $373K | Sell |
2,604
-346
| -12% | -$49.5K | 0.09% | 39 |
|
|
2025
Q1 | $494K | Sell |
2,950
-180
| -6% | -$30.1K | 0.12% | 40 |
|
|
2024
Q4 | $453K | Sell |
3,130
-108
| -3% | -$15.6K | 0.11% | 42 |
|
|
2024
Q3 | $477K | Hold |
3,238
| – | – | 0.12% | 41 |
|
|
2024
Q2 | $506K | Hold |
3,238
| – | – | 0.13% | 42 |
|
|
2024
Q1 | $511K | Hold |
3,238
| – | – | 0.13% | 43 |
|
|
2023
Q4 | $483K | Buy |
3,238
+180
| +6% | +$26.9K | 0.13% | 42 |
|
|
2023
Q3 | $516K | Buy |
3,058
+90
| +3% | +$15.2K | 0.15% | 39 |
|
|
2023
Q2 | $467K | Hold |
2,968
| – | – | 0.13% | 41 |
|
|
2023
Q1 | $484K | Sell |
2,968
-148
| -5% | -$24.1K | 0.14% | 41 |
|
|
2022
Q4 | $559K | Buy |
3,116
+690
| +28% | +$124K | 0.16% | 41 |
|
|
2022
Q3 | $349K | Hold |
2,426
| – | – | 0.11% | 43 |
|
|
2022
Q2 | $351K | Sell |
2,426
-67
| -3% | -$9.69K | 0.11% | 45 |
|
|
2022
Q1 | $406K | Sell |
2,493
-91
| -4% | -$14.8K | 0.11% | 46 |
|
|
2021
Q4 | $303K | Sell |
2,584
-180
| -7% | -$21.1K | 0.08% | 50 |
|
|
2021
Q3 | $280K | Sell |
2,764
-49,622
| -95% | -$5.03M | 0.08% | 50 |
|
|
2021
Q2 | $5.49M | Buy |
+52,386
| New | +$5.49M | 1.65% | 35 |
|