Houlihan Financial Resource Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$640K Buy
2025
Q1
$721K Buy
2024
Q4
$622K Buy
2024
Q3
$631K Buy
2024
Q2
Sell
2024
Q1
$671K Sell
2023
Q4
$742K Buy
2023
Q3
$661K Buy
2023
Q2
Sell
2023
Q1
$695K Sell
2022
Q4
$878K Buy
2022
Q3
$676K Buy
2020
Q3
$357K Buy
2020
Q1
$352K Buy
2019
Q4
$583K Buy