HFR Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $477K | Hold |
|
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $511K | Hold |
|
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|
2023
Q4 | $483K | Buy |
|
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $484K | Sell |
|
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $5.49M | Buy |
|