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 |
|