HFS
Howard Financial Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
4,334
-590
| -12% | -$84.5K | 0.08% | 87 |
|
|
2025
Q1 | $824K | Buy |
4,924
+512
| +12% | +$85.7K | 0.11% | 72 |
|
|
2024
Q4 | $639K | Buy |
4,412
+1,022
| +30% | +$148K | 0.09% | 90 |
|
|
2024
Q3 | $499K | Buy |
3,390
+15
| +0.4% | +$2.21K | 0.07% | 90 |
|
|
2024
Q2 | $528K | Buy |
3,375
+56
| +2% | +$8.76K | 0.09% | 82 |
|
|
2024
Q1 | $523K | Buy |
3,319
+1
| +0% | +$158 | 0.09% | 82 |
|
|
2023
Q4 | $495K | Buy |
3,318
+177
| +6% | +$26.4K | 0.1% | 80 |
|
|
2023
Q3 | $530K | Buy |
3,141
+354
| +13% | +$59.7K | 0.12% | 72 |
|
|
2023
Q2 | $439K | Buy |
2,787
+137
| +5% | +$21.6K | 0.1% | 78 |
|
|
2023
Q1 | $432K | Buy |
2,650
+96
| +4% | +$15.7K | 0.11% | 78 |
|
|
2022
Q4 | $458K | Sell |
2,554
-299
| -10% | -$53.7K | 0.12% | 78 |
|
|
2022
Q3 | $410K | Buy |
2,853
+254
| +10% | +$36.5K | 0.13% | 73 |
|
|
2022
Q2 | $376K | Buy |
2,599
+252
| +11% | +$36.5K | 0.13% | 75 |
|
|
2022
Q1 | $382K | Sell |
2,347
-11
| -0.5% | -$1.79K | 0.11% | 80 |
|
|
2021
Q4 | $277K | Buy |
2,358
+11
| +0.5% | +$1.29K | 0.08% | 95 |
|
|
2021
Q3 | $238K | Sell |
2,347
-604
| -20% | -$61.2K | 0.09% | 105 |
|
|
2021
Q2 | $309K | Buy |
2,951
+11
| +0.4% | +$1.15K | 0.12% | 88 |
|
|
2021
Q1 | $308K | Buy |
2,940
+90
| +3% | +$9.43K | 0.14% | 91 |
|
|
2020
Q4 | $241K | Sell |
2,850
-83
| -3% | -$7.02K | 0.13% | 94 |
|
|
2020
Q3 | $211K | Buy |
2,933
+56
| +2% | +$4.03K | 0.14% | 83 |
|
|
2020
Q2 | $257K | Buy |
+2,877
| New | +$257K | 0.18% | 68 |
|
|
2020
Q1 | – | Sell |
-10,698
| Closed | -$1.29M | – | 107 |
|
|
2019
Q4 | $1.29M | Buy |
10,698
+3
| +0% | +$361 | 0.79% | 24 |
|
|
2019
Q3 | $1.27M | Buy |
10,695
+3
| +0% | +$356 | 0.84% | 26 |
|
|
2019
Q2 | $1.33M | Buy |
10,692
+12
| +0.1% | +$1.49K | 0.91% | 24 |
|
|
2019
Q1 | $1.32M | Buy |
10,680
+383
| +4% | +$47.2K | 0.93% | 24 |
|
|
2018
Q4 | $1.12M | Buy |
+10,297
| New | +$1.12M | 0.86% | 24 |
|