Hoese & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Hold |
168
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $28.1K | Hold |
168
| – | – | 0.02% | 91 |
|
|
2024
Q4 | $24.3K | Hold |
168
| – | – | 0.02% | 101 |
|
|
2024
Q3 | $24.7K | Hold |
168
| – | – | 0.02% | 92 |
|
|
2024
Q2 | $27.3K | Hold |
168
| – | – | 0.02% | 78 |
|
|
2024
Q1 | $25.5K | Hold |
168
| – | – | 0.02% | 81 |
|
|
2023
Q4 | $24.1K | Hold |
168
| – | – | 0.02% | 88 |
|
|
2023
Q3 | $28.3K | Sell |
168
-150
| -47% | -$25.3K | 0.03% | 85 |
|
|
2023
Q2 | $50K | Hold |
318
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $51.1K | Hold |
318
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $58K | Hold |
318
| – | – | 0.06% | 73 |
|
|
2022
Q3 | $46K | Hold |
318
| – | – | 0.05% | 76 |
|
|
2022
Q2 | $46K | Sell |
318
-200
| -39% | -$28.9K | 0.05% | 82 |
|
|
2022
Q1 | $84K | Hold |
518
| – | – | 0.09% | 63 |
|
|
2021
Q4 | $61K | Buy |
518
+18
| +4% | +$2.12K | 0.06% | 80 |
|
|
2021
Q3 | $51K | Hold |
500
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $52K | Sell |
500
-134
| -21% | -$13.9K | 0.06% | 85 |
|
|
2021
Q1 | $66K | Buy |
+634
| New | +$66K | 0.08% | 71 |
|