HHM Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Sell |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $135K | Sell |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $256K | Buy |
|