HTG Investment Advisors’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 | $751K | Sell |
|
|||||
|
2025
Q2 | $693K | Buy |
|
|||||
|
2025
Q1 | $808K | Hold |
|
|||||
|
2024
Q4 | $700K | Hold |
|
|||||
|
2024
Q3 | $711K | Hold |
|
|||||
|
2024
Q2 | $756K | Buy |
|
|||||
|
2024
Q1 | $754K | Hold |
|
|||||
|
2023
Q4 | $713K | Hold |
|
|||||
|
2023
Q3 | $807K | Buy |
|
|||||
|
2023
Q2 | $750K | Hold |
|
|||||
|
2023
Q1 | $777K | Sell |
|
|||||
|
2022
Q4 | $857K | Buy |
|