Hillsdale Investment 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 | $873K | Buy |
6,100
+4,130
| +210% | +$591K | 0.03% | 322 |
|
|
2025
Q1 | $330K | Sell |
1,970
-790
| -29% | -$132K | 0.02% | 383 |
|
|
2024
Q4 | $400K | Sell |
2,760
-570
| -17% | -$82.6K | 0.02% | 360 |
|
|
2024
Q3 | $490K | Buy |
3,330
+1,045
| +46% | +$154K | 0.04% | 350 |
|
|
2024
Q2 | $357K | Buy |
2,285
+1,150
| +101% | +$180K | 0.03% | 358 |
|
|
2024
Q1 | $179K | Hold |
1,135
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $169K | Hold |
1,135
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $191K | Buy |
1,135
+590
| +108% | +$99.5K | 0.02% | 349 |
|
|
2023
Q2 | $85.8K | Buy |
545
+280
| +106% | +$44.1K | 0.01% | 381 |
|
|
2023
Q1 | $43.2K | Sell |
265
-110
| -29% | -$17.9K | ﹤0.01% | 501 |
|
|
2022
Q4 | $67.3K | Hold |
375
| – | – | 0.01% | 476 |
|
|
2022
Q3 | $54K | Buy |
375
+210
| +127% | +$30.2K | ﹤0.01% | 462 |
|
|
2022
Q2 | $24K | Sell |
165
-597
| -78% | -$86.8K | ﹤0.01% | 470 |
|
|
2022
Q1 | $124K | Sell |
762
-757
| -50% | -$123K | 0.01% | 424 |
|
|
2021
Q4 | $178K | Buy |
1,519
+1,024
| +207% | +$120K | 0.01% | 410 |
|
|
2021
Q3 | $50K | Hold |
495
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $52K | Buy |
495
+175
| +55% | +$18.4K | ﹤0.01% | 460 |
|
|
2021
Q1 | $34K | Hold |
320
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $27K | Buy |
+320
| New | +$27K | ﹤0.01% | 475 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$100K | – | 628 |
|
|
2019
Q2 | $100K | Buy |
+800
| New | +$100K | 0.01% | 423 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$44K | – | 616 |
|
|
2018
Q4 | $44K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $49K | Sell |
400
-1,800
| -82% | -$221K | 0.01% | 302 |
|
|
2018
Q2 | $278K | Buy |
+2,200
| New | +$278K | 0.03% | 291 |
|
|
2015
Q1 | – | Sell |
-750
| Closed | -$84K | – | 522 |
|
|
2014
Q4 | $84K | Hold |
750
| – | – | 0.02% | 413 |
|
|
2014
Q3 | $89K | Hold |
750
| – | – | 0.03% | 394 |
|
|
2014
Q2 | $98K | Hold |
750
| – | – | 0.02% | 388 |
|
|
2014
Q1 | $89K | Hold |
750
| – | – | 0.03% | 390 |
|
|
2013
Q4 | $94K | Sell |
750
-2,000
| -73% | -$251K | 0.03% | 384 |
|
|
2013
Q3 | $334K | Hold |
2,750
| – | – | 0.1% | 164 |
|
|
2013
Q2 | $325K | Buy |
+2,750
| New | +$325K | 0.11% | 149 |
|