HCM
Howard Capital Management’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.89M | Buy |
20,206
+395
| +2% | +$56.6K | 0.04% | 127 |
|
2025
Q1 | $3.31M | Buy |
19,811
+736
| +4% | +$123K | 0.08% | 99 |
|
2024
Q4 | $2.76M | Buy |
19,075
+598
| +3% | +$86.6K | 0.04% | 117 |
|
2024
Q3 | $2.72M | Buy |
+18,477
| New | +$2.72M | 0.04% | 125 |
|
2024
Q1 | – | Sell |
-1,607
| Closed | -$240K | – | 81 |
|
2023
Q4 | $240K | Buy |
+1,607
| New | +$240K | 0.03% | 58 |
|
2023
Q1 | – | Sell |
-1,203
| Closed | -$216K | – | 46 |
|
2022
Q4 | $216K | Buy |
+1,203
| New | +$216K | 0.06% | 28 |
|
2020
Q2 | – | Sell |
-16,604
| Closed | -$1.4M | – | 52 |
|
2020
Q1 | $1.4M | Buy |
+16,604
| New | +$1.4M | 0.59% | 7 |
|
2018
Q1 | – | Sell |
-66,893
| Closed | -$8.37M | – | 88 |
|
2017
Q4 | $8.37M | Buy |
+66,893
| New | +$8.37M | 1.34% | 33 |
|