Hoxton Planning & Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
1,799
-556
| -24% | -$79.6K | 0.09% | 172 |
|
|
2025
Q1 | $394K | Buy |
2,355
+168
| +8% | +$28.1K | 0.15% | 127 |
|
|
2024
Q4 | $317K | Buy |
2,187
+51
| +2% | +$7.39K | 0.12% | 148 |
|
|
2024
Q3 | $315K | Buy |
2,136
+638
| +43% | +$93.9K | 0.12% | 150 |
|
|
2024
Q2 | $234K | Buy |
1,498
+16
| +1% | +$2.5K | 0.11% | 139 |
|
|
2024
Q1 | $234K | Buy |
+1,482
| New | +$234K | 0.11% | 140 |
|
|
2023
Q4 | – | Sell |
-1,367
| Closed | -$231K | – | 151 |
|
|
2023
Q3 | $231K | Buy |
+1,367
| New | +$231K | 0.15% | 121 |
|
|
2023
Q2 | – | Sell |
-1,489
| Closed | -$243K | – | 147 |
|
|
2023
Q1 | $243K | Buy |
1,489
+86
| +6% | +$14K | 0.13% | 135 |
|
|
2022
Q4 | $252K | Buy |
+1,403
| New | +$252K | 0.13% | 134 |
|