Hoertkorn Richard Charles’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
13,812
-335
| -2% | -$48K | 0.84% | 25 |
|
|
2025
Q1 | $2.37M | Sell |
14,147
-400
| -3% | -$66.9K | 1.09% | 23 |
|
|
2024
Q4 | $2.11M | Sell |
14,547
-200
| -1% | -$29K | 0.87% | 23 |
|
|
2024
Q3 | $2.17M | Hold |
14,747
| – | – | 0.94% | 24 |
|
|
2024
Q2 | $2.31M | Sell |
14,747
-350
| -2% | -$54.7K | 1% | 23 |
|
|
2024
Q1 | $2.38M | Sell |
15,097
-200
| -1% | -$31.5K | 1.02% | 22 |
|
|
2023
Q4 | $2.28M | Hold |
15,297
| – | – | 1.03% | 23 |
|
|
2023
Q3 | $2.58M | Buy |
15,297
+100
| +0.7% | +$16.9K | 1.29% | 22 |
|
|
2023
Q2 | $2.39M | Sell |
15,197
-100
| -0.7% | -$15.7K | 1.15% | 22 |
|
|
2023
Q1 | $2.5M | Sell |
15,297
-125
| -0.8% | -$20.4K | 1.29% | 23 |
|
|
2022
Q4 | $2.77M | Sell |
15,422
-88
| -0.6% | -$15.8K | 1.47% | 21 |
|
|
2022
Q3 | $2.23M | Sell |
15,510
-100
| -0.6% | -$14.4K | 1.28% | 22 |
|
|
2022
Q2 | $2.26M | Sell |
15,610
-1,100
| -7% | -$159K | 1.24% | 22 |
|
|
2022
Q1 | $2.72M | Buy |
16,710
+150
| +0.9% | +$24.4K | 1.2% | 22 |
|
|
2021
Q4 | $1.94M | Buy |
16,560
+100
| +0.6% | +$11.7K | 0.79% | 25 |
|
|
2021
Q3 | $1.67M | Buy |
16,460
+1,225
| +8% | +$124K | 0.75% | 28 |
|
|
2021
Q2 | $1.6M | Sell |
15,235
-33
| -0.2% | -$3.46K | 0.71% | 31 |
|
|
2021
Q1 | $1.6M | Hold |
15,268
| – | – | 0.79% | 29 |
|
|
2020
Q4 | $1.29M | Buy |
15,268
+3,125
| +26% | +$264K | 0.71% | 29 |
|
|
2020
Q3 | $874K | Sell |
12,143
-200
| -2% | -$14.4K | 0.58% | 30 |
|
|
2020
Q2 | $1.1M | Hold |
12,343
| – | – | 0.75% | 27 |
|
|
2020
Q1 | $894K | Sell |
12,343
-259
| -2% | -$18.8K | 0.73% | 27 |
|
|
2019
Q4 | $1.52M | Sell |
12,602
-25
| -0.2% | -$3.01K | 0.94% | 24 |
|
|
2019
Q3 | $1.5M | Sell |
12,627
-2,661
| -17% | -$316K | 0.97% | 25 |
|
|
2019
Q2 | $1.9M | Hold |
15,288
| – | – | 1.27% | 22 |
|
|
2019
Q1 | $1.88M | Sell |
15,288
-500
| -3% | -$61.6K | 1.25% | 22 |
|
|
2018
Q4 | $1.72M | Sell |
15,788
-400
| -2% | -$43.5K | 1.21% | 23 |
|
|
2018
Q3 | $1.98M | Hold |
16,188
| – | – | 1.17% | 23 |
|
|
2018
Q2 | $2.05M | Sell |
16,188
-127
| -0.8% | -$16.1K | 1.25% | 26 |
|
|
2018
Q1 | $1.86M | Sell |
16,315
-50
| -0.3% | -$5.7K | 1.15% | 28 |
|
|
2017
Q4 | $2.05M | Buy |
16,365
+450
| +3% | +$56.3K | 1.22% | 28 |
|
|
2017
Q3 | $1.87M | Buy |
15,915
+57
| +0.4% | +$6.7K | 1.19% | 27 |
|
|
2017
Q2 | $1.65M | Sell |
15,858
-250
| -2% | -$26.1K | 1.1% | 28 |
|
|
2017
Q1 | $1.73M | Buy |
16,108
+50
| +0.3% | +$5.37K | 1.15% | 27 |
|
|
2016
Q4 | $1.89M | Buy |
16,058
+50
| +0.3% | +$5.89K | 1.31% | 26 |
|
|
2016
Q3 | $1.65M | Sell |
16,008
-2,556
| -14% | -$263K | 1.28% | 28 |
|
|
2016
Q2 | $1.95M | Hold |
18,564
| – | – | 1.55% | 25 |
|
|
2016
Q1 | $1.77M | Sell |
18,564
-9,600
| -34% | -$916K | 1.42% | 25 |
|
|
2015
Q4 | $2.53M | Sell |
28,164
-1,800
| -6% | -$162K | 1.9% | 17 |
|
|
2015
Q3 | $2.36M | Buy |
29,964
+10,000
| +50% | +$789K | 1.86% | 20 |
|
|
2015
Q2 | $1.93M | Hold |
19,964
| – | – | 1.44% | 25 |
|
|
2015
Q1 | $2.1M | Sell |
19,964
-400
| -2% | -$42K | 1.56% | 24 |
|
|
2014
Q4 | $2.28M | Buy |
20,364
+100
| +0.5% | +$11.2K | 1.62% | 21 |
|
|
2014
Q3 | $2.42M | Buy |
20,264
+1,020
| +5% | +$122K | 1.79% | 20 |
|
|
2014
Q2 | $2.51M | Sell |
19,244
-100
| -0.5% | -$13.1K | 1.87% | 21 |
|
|
2014
Q1 | $2.3M | Hold |
19,344
| – | – | 1.81% | 21 |
|
|
2013
Q4 | $2.42M | Buy |
+19,344
| New | +$2.42M | 1.87% | 21 |
|