HWM
Hohimer Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
7,806
+154
| +2% | +$22.1K | 0.2% | 104 |
|
|
2025
Q1 | $1.28M | Buy |
7,652
+775
| +11% | +$130K | 0.25% | 96 |
|
|
2024
Q4 | $996K | Buy |
6,877
+2,208
| +47% | +$320K | 0.19% | 111 |
|
|
2024
Q3 | $688K | Hold |
4,669
| – | – | 0.15% | 129 |
|
|
2024
Q2 | $730K | Sell |
4,669
-55
| -1% | -$8.6K | 0.17% | 137 |
|
|
2024
Q1 | $745K | Buy |
4,724
+1,522
| +48% | +$240K | 0.17% | 137 |
|
|
2023
Q4 | $478K | Sell |
3,202
-445
| -12% | -$66.4K | 0.12% | 155 |
|
|
2023
Q3 | $615K | Hold |
3,647
| – | – | 0.18% | 133 |
|
|
2023
Q2 | $574K | Hold |
3,647
| – | – | 0.16% | 143 |
|
|
2023
Q1 | $595K | Hold |
3,647
| – | – | 0.17% | 143 |
|
|
2022
Q4 | $655K | Sell |
3,647
-500
| -12% | -$89.7K | 0.21% | 95 |
|
|
2022
Q3 | $596K | Hold |
4,147
| – | – | 0.19% | 131 |
|
|
2022
Q2 | $600K | Hold |
4,147
| – | – | 0.18% | 137 |
|
|
2022
Q1 | $675K | Hold |
4,147
| – | – | 0.13% | 137 |
|
|
2021
Q4 | $487K | Sell |
4,147
-844
| -17% | -$99.1K | 0.1% | 145 |
|
|
2021
Q3 | $506K | Sell |
4,991
-445
| -8% | -$45.1K | 0.11% | 142 |
|
|
2021
Q2 | $569K | Sell |
5,436
-23,410
| -81% | -$2.45M | 0.12% | 142 |
|
|
2021
Q1 | $3.02M | Buy |
28,846
+2,918
| +11% | +$306K | 0.74% | 46 |
|
|
2020
Q4 | $2.19M | Sell |
25,928
-4,638
| -15% | -$392K | 0.58% | 62 |
|
|
2020
Q3 | $2.18M | Sell |
30,566
-5,345
| -15% | -$381K | 0.62% | 49 |
|
|
2020
Q2 | $3.2M | Buy |
35,911
+76
| +0.2% | +$6.78K | 1.11% | 16 |
|
|
2020
Q1 | $3.22M | Buy |
35,835
+20,416
| +132% | +$1.83M | 1.36% | 12 |
|
|
2019
Q4 | $1.86M | Buy |
+15,419
| New | +$1.86M | 0.65% | 57 |
|