Howard Capital Management 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
$618K Sell
4,314
-104
-2% -$14.9K 0.04% 74
2025
Q1
$739K Hold
4,418
0.06% 63
2024
Q4
$640K Sell
4,418
-76
-2% -$11K 0.04% 77
2024
Q3
$662K Buy
4,494
+2
+0% +$295 0.05% 73
2024
Q2
$703K Buy
4,492
+178
+4% +$27.8K 0.05% 66
2024
Q1
$680K Hold
4,314
0.05% 69
2023
Q4
$643K Hold
4,314
0.06% 64
2023
Q3
$727K Buy
4,314
+236
+6% +$39.8K 0.07% 56
2023
Q2
$642K Sell
4,078
-234
-5% -$36.8K 0.06% 62
2023
Q1
$704K Buy
4,312
+2,520
+141% +$411K 0.07% 57
2022
Q4
$322K Buy
1,792
+57
+3% +$10.2K 0.04% 79
2022
Q3
$249K Hold
1,735
0.03% 85
2022
Q2
$251K Hold
1,735
0.03% 87
2022
Q1
$283K Hold
1,735
0.03% 88
2021
Q4
$204K Buy
+1,735
New +$204K 0.02% 110