HighMark 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 | $90.3K | Buy |
631
+575
| +1,027% | +$82.3K | 0.04% | 120 |
|
|
2025
Q1 | $9.4K | Sell |
56
-52
| -48% | -$8.73K | 0.01% | 296 |
|
|
2024
Q4 | $15.6K | Sell |
108
-569
| -84% | -$82.1K | 0.01% | 230 |
|
|
2024
Q3 | $99.7K | Sell |
677
-25
| -4% | -$3.68K | 0.05% | 102 |
|
|
2024
Q2 | $110K | Sell |
702
-13
| -2% | -$2.03K | 0.07% | 91 |
|
|
2024
Q1 | $123K | Sell |
715
-26
| -4% | -$4.49K | 0.08% | 90 |
|
|
2023
Q4 | $111K | Sell |
741
-193
| -21% | -$28.8K | 0.08% | 89 |
|
|
2023
Q3 | $158K | Buy |
934
+205
| +28% | +$34.6K | 0.13% | 56 |
|
|
2023
Q2 | $113K | Buy |
729
+16
| +2% | +$2.48K | 0.09% | 76 |
|
|
2023
Q1 | $116K | Sell |
713
-274
| -28% | -$44.7K | 0.09% | 91 |
|
|
2022
Q4 | $177K | Sell |
987
-1
| -0.1% | -$180 | 0.13% | 54 |
|
|
2022
Q3 | $142K | Buy |
988
+10
| +1% | +$1.44K | 0.12% | 56 |
|
|
2022
Q2 | $142K | Buy |
978
+45
| +5% | +$6.53K | 0.11% | 55 |
|
|
2022
Q1 | $152K | Sell |
933
-16
| -2% | -$2.61K | 0.1% | 63 |
|
|
2021
Q4 | $111K | Buy |
949
+87
| +10% | +$10.2K | 0.07% | 74 |
|
|
2021
Q3 | $87K | Buy |
862
+3
| +0.3% | +$303 | 0.06% | 84 |
|
|
2021
Q2 | $90K | Sell |
859
-11
| -1% | -$1.15K | 0.07% | 80 |
|
|
2021
Q1 | $91K | Hold |
870
| – | – | 0.07% | 71 |
|
|
2020
Q4 | $73K | Buy |
870
+506
| +139% | +$42.5K | 0.06% | 79 |
|
|
2020
Q3 | $26K | Buy |
364
+5
| +1% | +$357 | 0.02% | 142 |
|
|
2020
Q2 | $32K | Sell |
359
-10
| -3% | -$891 | 0.04% | 96 |
|
|
2020
Q1 | $26K | Sell |
369
-113
| -23% | -$7.96K | 0.03% | 99 |
|
|
2019
Q4 | $58K | Buy |
+482
| New | +$58K | 0.06% | 74 |
|