HBWM
Hollow Brook Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Sell |
41,803
-392
| -0.9% | -$56.1K | 1.74% | 17 |
|
|
2025
Q1 | $7.06M | Sell |
42,195
-1,733
| -4% | -$290K | 2.07% | 12 |
|
|
2024
Q4 | $6.36M | Sell |
43,928
-4,725
| -10% | -$684K | 1.95% | 16 |
|
|
2024
Q3 | $7.17M | Buy |
48,653
+3,267
| +7% | +$481K | 2.12% | 12 |
|
|
2024
Q2 | $7.1M | Buy |
45,386
+2,773
| +7% | +$434K | 2.41% | 9 |
|
|
2024
Q1 | $6.72M | Buy |
42,613
+2,092
| +5% | +$330K | 2.49% | 9 |
|
|
2023
Q4 | $6.04M | Buy |
40,521
+556
| +1% | +$82.9K | 2.41% | 9 |
|
|
2023
Q3 | $6.74M | Buy |
39,965
+883
| +2% | +$149K | 2.81% | 7 |
|
|
2023
Q2 | $6.15M | Sell |
39,082
-665
| -2% | -$105K | 2.66% | 9 |
|
|
2023
Q1 | $6.49M | Buy |
39,747
+2,335
| +6% | +$381K | 3.07% | 7 |
|
|
2022
Q4 | $6.72M | Buy |
37,412
+943
| +3% | +$169K | 3.21% | 8 |
|
|
2022
Q3 | $5.24M | Buy |
36,469
+881
| +2% | +$127K | 2.97% | 10 |
|
|
2022
Q2 | $5.15M | Buy |
35,588
+2,251
| +7% | +$326K | 2.83% | 8 |
|
|
2022
Q1 | $5.43M | Buy |
33,337
+561
| +2% | +$91.3K | 2.42% | 11 |
|
|
2021
Q4 | $3.85M | Buy |
32,776
+5,044
| +18% | +$592K | 1.97% | 11 |
|
|
2021
Q3 | $2.81M | Sell |
27,732
-351
| -1% | -$35.6K | 1.74% | 17 |
|
|
2021
Q2 | $2.94M | Buy |
28,083
+10,098
| +56% | +$1.06M | 1.83% | 13 |
|
|
2021
Q1 | $1.89M | Buy |
17,985
+12,790
| +246% | +$1.34M | 1.24% | 24 |
|
|
2020
Q4 | $439K | Hold |
5,195
| – | – | 0.26% | 37 |
|
|
2020
Q3 | $374K | Sell |
5,195
-490
| -9% | -$35.3K | 0.23% | 38 |
|
|
2020
Q2 | $508K | Buy |
5,685
+685
| +14% | +$61.2K | 0.39% | 30 |
|
|
2020
Q1 | $362K | Sell |
5,000
-100
| -2% | -$7.24K | 0.34% | 31 |
|
|
2019
Q4 | $615K | Hold |
5,100
| – | – | 0.32% | 35 |
|
|
2019
Q3 | $605K | Sell |
5,100
-489
| -9% | -$58K | 0.41% | 37 |
|
|
2019
Q2 | $695K | Buy |
5,589
+100
| +2% | +$12.4K | 0.63% | 31 |
|
|
2019
Q1 | $676K | Hold |
5,489
| – | – | 0.73% | 29 |
|
|
2018
Q4 | $597K | Sell |
5,489
-5,447
| -50% | -$592K | 0.64% | 32 |
|
|
2018
Q3 | $1.34M | Buy |
10,936
+12
| +0.1% | +$1.47K | 1.04% | 31 |
|
|
2018
Q2 | $1.38M | Buy |
10,924
+5,535
| +103% | +$700K | 1.09% | 30 |
|
|
2018
Q1 | $615K | Hold |
5,389
| – | – | 0.49% | 36 |
|
|
2017
Q4 | $675K | Hold |
5,389
| – | – | 0.5% | 31 |
|
|
2017
Q3 | $633K | Hold |
5,389
| – | – | 0.46% | 32 |
|
|
2017
Q2 | $562K | Sell |
5,389
-241
| -4% | -$25.1K | 0.39% | 33 |
|
|
2017
Q1 | $604K | Sell |
5,630
-945
| -14% | -$101K | 0.47% | 29 |
|
|
2016
Q4 | $774K | Buy |
6,575
+75
| +1% | +$8.83K | 0.48% | 32 |
|
|
2016
Q3 | $669K | Buy |
6,500
+3,600
| +124% | +$371K | 0.4% | 34 |
|
|
2016
Q2 | $304K | Sell |
2,900
-1,600
| -36% | -$168K | 0.21% | 33 |
|
|
2016
Q1 | $429K | Buy |
4,500
+1,521
| +51% | +$145K | 0.26% | 33 |
|
|
2015
Q4 | $268K | Hold |
2,979
| – | – | 0.13% | 42 |
|
|
2015
Q3 | $235K | Hold |
2,979
| – | – | 0.11% | 45 |
|
|
2015
Q2 | $287K | Sell |
2,979
-189
| -6% | -$18.2K | 0.11% | 42 |
|
|
2015
Q1 | $333K | Buy |
3,168
+79
| +3% | +$8.3K | 0.11% | 42 |
|
|
2014
Q4 | $347K | Sell |
3,089
-1,011
| -25% | -$114K | 0.11% | 45 |
|
|
2014
Q3 | $489K | Sell |
4,100
-189
| -4% | -$22.5K | 0.16% | 40 |
|
|
2014
Q2 | $560K | Hold |
4,289
| – | – | 0.19% | 33 |
|
|
2014
Q1 | $510K | Buy |
4,289
+100
| +2% | +$11.9K | 0.17% | 43 |
|
|
2013
Q4 | $523K | Hold |
4,189
| – | – | 0.17% | 42 |
|
|
2013
Q3 | $509K | Hold |
4,189
| – | – | 0.18% | 44 |
|
|
2013
Q2 | $496K | Buy |
+4,189
| New | +$496K | 0.18% | 40 |
|