Houlihan Financial Resource Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
4,324
+15
| +0.3% | +$2.22K | 0.27% | 66 |
|
|
2025
Q1 | $721K | Buy |
4,309
+13
| +0.3% | +$2.18K | 0.32% | 53 |
|
|
2024
Q4 | $622K | Buy |
4,296
+13
| +0.3% | +$1.88K | 0.27% | 60 |
|
|
2024
Q3 | $631K | Buy |
+4,283
| New | +$631K | 0.26% | 62 |
|
|
2024
Q2 | – | Sell |
-4,256
| Closed | -$671K | – | 67 |
|
|
2024
Q1 | $671K | Sell |
4,256
-721
| -14% | -$114K | 0.3% | 58 |
|
|
2023
Q4 | $742K | Buy |
4,977
+731
| +17% | +$109K | 0.36% | 50 |
|
|
2023
Q3 | $661K | Buy |
+4,246
| New | +$661K | 0.35% | 51 |
|
|
2023
Q2 | – | Sell |
-4,262
| Closed | -$695K | – | 145 |
|
|
2023
Q1 | $695K | Sell |
4,262
-740
| -15% | -$121K | 0.38% | 49 |
|
|
2022
Q4 | $878K | Buy |
5,002
+700
| +16% | +$123K | 0.51% | 44 |
|
|
2022
Q3 | $676K | Buy |
+4,302
| New | +$676K | 0.41% | 51 |
|
|
2020
Q3 | $357K | Buy |
+4,332
| New | +$357K | 0.21% | 71 |
|
|
2020
Q1 | $352K | Buy |
4,854
+14
| +0.3% | +$1.02K | 0.31% | 62 |
|
|
2019
Q4 | $583K | Buy |
+4,840
| New | +$583K | 0.38% | 56 |
|