Howard Financial Services’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 | $739K | Buy |
|
|||||
|
2025
Q2 | $621K | Sell |
|
|||||
|
2025
Q1 | $824K | Buy |
|
|||||
|
2024
Q4 | $639K | Buy |
|
|||||
|
2024
Q3 | $499K | Buy |
|
|||||
|
2024
Q2 | $528K | Buy |
|
|||||
|
2024
Q1 | $523K | Buy |
|
|||||
|
2023
Q4 | $495K | Buy |
|
|||||
|
2023
Q3 | $530K | Buy |
|
|||||
|
2023
Q2 | $439K | Buy |
|
|||||
|
2023
Q1 | $432K | Buy |
|
|||||
|
2022
Q4 | $458K | Sell |
|
|||||
|
2022
Q3 | $410K | Buy |
|
|||||
|
2022
Q2 | $376K | Buy |
|
|||||
|
2022
Q1 | $382K | Sell |
|
|||||
|
2021
Q4 | $277K | Buy |
|
|||||
|
2021
Q3 | $238K | Sell |
|
|||||
|
2021
Q2 | $309K | Buy |
|
|||||
|
2021
Q1 | $308K | Buy |
|
|||||
|
2020
Q4 | $241K | Sell |
|
|||||
|
2020
Q3 | $211K | Buy |
|
|||||
|
2020
Q2 | $257K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.29M | Buy |
|
|||||
|
2019
Q3 | $1.27M | Buy |
|
|||||
|
2019
Q2 | $1.33M | Buy |
|
|||||
|
2019
Q1 | $1.32M | Buy |
|
|||||
|
2018
Q4 | $1.12M | Buy |
|