HGWM
Horst & Graben Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
21,055
-91
| -0.4% | -$13K | 0.5% | 39 |
|
|
2025
Q1 | $3.54M | Buy |
21,146
+41
| +0.2% | +$6.86K | 0.63% | 31 |
|
|
2024
Q4 | $3.06M | Sell |
21,105
-61
| -0.3% | -$8.84K | 0.54% | 31 |
|
|
2024
Q3 | $3.12M | Buy |
21,166
+10
| +0% | +$1.47K | 0.56% | 30 |
|
|
2024
Q2 | $3.31M | Buy |
21,156
+9
| +0% | +$1.41K | 0.63% | 27 |
|
|
2024
Q1 | $3.34M | Buy |
21,147
+1,041
| +5% | +$164K | 0.68% | 27 |
|
|
2023
Q4 | $3M | Buy |
20,106
+16
| +0.1% | +$2.39K | 0.66% | 29 |
|
|
2023
Q3 | $3.39M | Hold |
20,090
| – | – | 0.83% | 22 |
|
|
2023
Q2 | $3.16M | Sell |
20,090
-165
| -0.8% | -$26K | 0.75% | 20 |
|
|
2023
Q1 | $3.31M | Buy |
20,255
+23
| +0.1% | +$3.75K | 0.82% | 20 |
|
|
2022
Q4 | $3.63M | Buy |
20,232
+21
| +0.1% | +$3.77K | 0.95% | 24 |
|
|
2022
Q3 | $2.9M | Buy |
20,211
+22
| +0.1% | +$3.16K | 0.82% | 24 |
|
|
2022
Q2 | $2.92M | Buy |
20,189
+20
| +0.1% | +$2.9K | 0.79% | 25 |
|
|
2022
Q1 | $3.28M | Sell |
20,169
-596
| -3% | -$97K | 0.8% | 27 |
|
|
2021
Q4 | $2.44M | Buy |
20,765
+52
| +0.3% | +$6.1K | 0.61% | 33 |
|
|
2021
Q3 | $2.1M | Sell |
20,713
-311
| -1% | -$31.5K | 0.58% | 33 |
|
|
2021
Q2 | $2.2M | Sell |
21,024
-410
| -2% | -$42.9K | 0.61% | 33 |
|
|
2021
Q1 | $2.25M | Buy |
21,434
+501
| +2% | +$52.5K | 0.71% | 28 |
|
|
2020
Q4 | $1.77M | Sell |
20,933
-2,689
| -11% | -$227K | 0.61% | 30 |
|
|
2020
Q3 | $1.7M | Sell |
23,622
-21,893
| -48% | -$1.58M | 0.66% | 28 |
|
|
2020
Q2 | $4.06M | Sell |
45,515
-823
| -2% | -$73.4K | 1.78% | 12 |
|
|
2020
Q1 | $3.36M | Buy |
+46,338
| New | +$3.36M | 1.77% | 11 |
|