Hibernia Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
7,864
+5,639
| +253% | +$808K | 0.36% | 26 |
|
2025
Q1 | $372K | Buy |
2,225
+499
| +29% | +$83.5K | 0.26% | 33 |
|
2024
Q4 | $250K | Sell |
1,726
-2,861
| -62% | -$414K | 0.16% | 47 |
|
2024
Q3 | $675K | Buy |
4,587
+86
| +2% | +$12.7K | 0.2% | 48 |
|
2024
Q2 | $704K | Buy |
4,501
+2,806
| +166% | +$439K | 0.25% | 36 |
|
2024
Q1 | $267K | Buy |
+1,695
| New | +$267K | 0.18% | 65 |
|
2023
Q4 | – | Sell |
-105
| Closed | -$17.7K | – | 128 |
|
2023
Q3 | $17.7K | Buy |
+105
| New | +$17.7K | 0.01% | 129 |
|