Horizon Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44K | Buy |
24
+13
| +118% | +$1.86K | ﹤0.01% | 182 |
|
|
2025
Q1 | $1.84K | Sell |
11
-1
| -8% | -$167 | ﹤0.01% | 172 |
|
|
2024
Q4 | $1.74K | Hold |
12
| – | – | ﹤0.01% | 180 |
|
|
2024
Q3 | $1.77K | Hold |
12
| – | – | ﹤0.01% | 187 |
|
|
2024
Q2 | $1.88K | Hold |
12
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $1.89K | Buy |
+12
| New | +$1.89K | ﹤0.01% | 181 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$105K | – | 145 |
|
|
2021
Q2 | $105K | Hold |
1,000
| – | – | 0.08% | 65 |
|
|
2021
Q1 | $105K | Hold |
1,000
| – | – | 0.09% | 28 |
|
|
2020
Q4 | $84K | Hold |
1,000
| – | – | 0.08% | 30 |
|
|
2020
Q3 | $72K | Buy |
+1,000
| New | +$72K | 0.07% | 30 |
|