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