HAG
HighPoint Advisor Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Sell |
62,970
-1,719
| -3% | -$246K | 0.48% | 38 |
|
|
2025
Q1 | $9.01M | Buy |
64,689
+2,609
| +4% | +$363K | 0.52% | 34 |
|
|
2024
Q4 | $9.6M | Buy |
62,080
+1,386
| +2% | +$214K | 0.52% | 35 |
|
|
2024
Q3 | $8.94M | Sell |
60,694
-10,641
| -15% | -$1.57M | 0.52% | 34 |
|
|
2024
Q2 | $11.4M | Buy |
71,335
+24,765
| +53% | +$3.95M | 0.68% | 27 |
|
|
2024
Q1 | $7.66M | Sell |
46,570
-891
| -2% | -$147K | 0.54% | 33 |
|
|
2023
Q4 | $7.43M | Buy |
+47,461
| New | +$7.43M | 0.53% | 34 |
|
|
2022
Q2 | $5.35M | Buy |
+37,999
| New | +$5.35M | 0.59% | 34 |
|
|
2021
Q3 | $3.13M | Sell |
30,800
-25,562
| -45% | -$2.59M | 0.31% | 65 |
|
|
2021
Q2 | $5.9M | Buy |
56,362
+8,204
| +17% | +$859K | 0.59% | 35 |
|
|
2021
Q1 | $4.96M | Buy |
48,158
+3,128
| +7% | +$322K | 0.57% | 35 |
|
|
2020
Q4 | $4.1M | Buy |
45,030
+21,751
| +93% | +$1.98M | 0.5% | 42 |
|
|
2020
Q3 | $1.68M | Sell |
23,279
-362
| -2% | -$26.1K | 0.3% | 69 |
|
|
2020
Q2 | $2.07M | Sell |
23,641
-207
| -0.9% | -$18.1K | 0.44% | 52 |
|
|
2020
Q1 | $2.08M | Sell |
23,848
-4,497
| -16% | -$391K | 0.49% | 46 |
|
|
2019
Q4 | $3.21M | Buy |
28,345
+1,467
| +5% | +$166K | 0.66% | 35 |
|
|
2019
Q3 | $3.25M | Buy |
26,878
+1,424
| +6% | +$172K | 0.72% | 31 |
|
|
2019
Q2 | $3.19M | Sell |
25,454
-2,934
| -10% | -$368K | 0.75% | 30 |
|
|
2019
Q1 | $3.36M | Buy |
28,388
+1,284
| +5% | +$152K | 0.82% | 28 |
|
|
2018
Q4 | $3.23M | Buy |
27,104
+674
| +3% | +$80.4K | 0.86% | 26 |
|
|
2018
Q3 | $3.1M | Sell |
26,430
-271
| -1% | -$31.8K | 0.85% | 26 |
|
|
2018
Q2 | $3.14M | Buy |
26,701
+97
| +0.4% | +$11.4K | 0.85% | 23 |
|
|
2018
Q1 | $3.36M | Buy |
26,604
+3,469
| +15% | +$439K | 0.92% | 21 |
|
|
2017
Q4 | $2.62M | Sell |
23,135
-487
| -2% | -$55.2K | 0.75% | 31 |
|
|
2017
Q3 | $2.72M | Buy |
23,622
+944
| +4% | +$109K | 0.84% | 23 |
|
|
2017
Q2 | $2.5M | Hold |
22,678
| – | – | 0.8% | 24 |
|
|
2017
Q1 | $2.5M | Sell |
22,678
-4,525
| -17% | -$498K | 0.8% | 24 |
|
|
2016
Q4 | $3.1M | Buy |
27,203
+4,734
| +21% | +$539K | 1% | 21 |
|
|
2016
Q3 | $2.43M | Sell |
22,469
-1,386
| -6% | -$150K | 0.86% | 22 |
|
|
2016
Q2 | $2.42M | Buy |
23,855
+4,935
| +26% | +$500K | 0.85% | 22 |
|
|
2016
Q1 | $1.93M | Buy |
18,920
+247
| +1% | +$25.2K | 1.18% | 14 |
|
|
2015
Q4 | $1.56M | Buy |
18,673
+10,493
| +128% | +$877K | 1.03% | 22 |
|
|
2015
Q3 | $645K | Sell |
8,180
-8,656
| -51% | -$683K | 0.72% | 59 |
|
|
2015
Q2 | $1.62M | Buy |
16,836
+2,308
| +16% | +$223K | 2.51% | 7 |
|
|
2015
Q1 | $1.55M | Buy |
14,528
+574
| +4% | +$61.4K | 2.37% | 9 |
|
|
2014
Q4 | $1.55M | Buy |
+13,954
| New | +$1.55M | 2.85% | 8 |
|