Hill Island Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,218
| Closed | -$204K | – | 77 |
|
2025
Q1 | $204K | Sell |
1,218
-235
| -16% | -$39.3K | 0.06% | 58 |
|
2024
Q4 | $210K | Hold |
1,453
| – | – | 0.06% | 72 |
|
2024
Q3 | $214K | Hold |
1,453
| – | – | 0.06% | 69 |
|
2024
Q2 | $227K | Hold |
1,453
| – | – | 0.07% | 63 |
|
2024
Q1 | $229K | Sell |
1,453
-75
| -5% | -$11.8K | 0.08% | 61 |
|
2023
Q4 | $228K | Buy |
1,528
+275
| +22% | +$41K | 0.08% | 63 |
|
2023
Q3 | $211K | Buy |
+1,253
| New | +$211K | 0.08% | 50 |
|
2023
Q2 | – | Sell |
-1,253
| Closed | -$200K | – | 58 |
|
2023
Q1 | $200K | Sell |
1,253
-68
| -5% | -$10.9K | 0.08% | 54 |
|
2022
Q4 | $237K | Buy |
+1,321
| New | +$237K | 0.1% | 53 |
|