HHM Wealth 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 | $511K | Buy |
3,572
+52
| +1% | +$7.45K | 0.06% | 114 |
|
|
2025
Q1 | $589K | Buy |
3,520
+225
| +7% | +$37.6K | 0.08% | 95 |
|
|
2024
Q4 | $477K | Buy |
3,295
+1,560
| +90% | +$226K | 0.06% | 109 |
|
|
2024
Q3 | $255K | Sell |
1,735
-367
| -17% | -$54K | 0.04% | 148 |
|
|
2024
Q2 | $329K | Buy |
2,102
+1,247
| +146% | +$195K | 0.05% | 126 |
|
|
2024
Q1 | $135K | Sell |
855
-117
| -12% | -$18.5K | 0.02% | 183 |
|
|
2023
Q4 | $145K | Buy |
972
+170
| +21% | +$25.4K | 0.03% | 168 |
|
|
2023
Q3 | $135K | Hold |
802
| – | – | 0.03% | 166 |
|
|
2023
Q2 | $126K | Sell |
802
-84
| -9% | -$13.2K | 0.02% | 179 |
|
|
2023
Q1 | $145K | Buy |
886
+203
| +30% | +$33.1K | 0.03% | 161 |
|
|
2022
Q4 | $123K | Sell |
683
-430
| -39% | -$77.2K | 0.03% | 162 |
|
|
2022
Q3 | $160K | Sell |
1,113
-1,688
| -60% | -$243K | 0.04% | 123 |
|
|
2022
Q2 | $406K | Sell |
2,801
-597
| -18% | -$86.5K | 0.1% | 74 |
|
|
2022
Q1 | $553K | Sell |
3,398
-107
| -3% | -$17.4K | 0.13% | 65 |
|
|
2021
Q4 | $411K | Hold |
3,505
| – | – | 0.1% | 81 |
|
|
2021
Q3 | $356K | Sell |
3,505
-106
| -3% | -$10.8K | 0.1% | 83 |
|
|
2021
Q2 | $378K | Hold |
3,611
| – | – | 0.1% | 79 |
|
|
2021
Q1 | $378K | Sell |
3,611
-504
| -12% | -$52.8K | 0.12% | 69 |
|
|
2020
Q4 | $348K | Buy |
4,115
+219
| +6% | +$18.5K | 0.12% | 67 |
|
|
2020
Q3 | $281K | Sell |
3,896
-92
| -2% | -$6.64K | 0.11% | 66 |
|
|
2020
Q2 | $356K | Buy |
3,988
+290
| +8% | +$25.9K | 0.15% | 56 |
|
|
2020
Q1 | $268K | Buy |
3,698
+1,681
| +83% | +$122K | 0.13% | 65 |
|
|
2019
Q4 | $243K | Buy |
2,017
+27
| +1% | +$3.25K | 0.12% | 71 |
|
|
2019
Q3 | $236K | Hold |
1,990
| – | – | 0.13% | 67 |
|
|
2019
Q2 | $248K | Hold |
1,990
| – | – | 0.15% | 63 |
|
|
2019
Q1 | $245K | Sell |
1,990
-367
| -16% | -$45.2K | 0.16% | 56 |
|
|
2018
Q4 | $256K | Buy |
+2,357
| New | +$256K | 0.19% | 45 |
|