HTG Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
4,842
+11
| +0.2% | +$1.58K | 0.26% | 38 |
|
|
2025
Q1 | $808K | Hold |
4,831
| – | – | 0.34% | 32 |
|
|
2024
Q4 | $700K | Hold |
4,831
| – | – | 0.32% | 36 |
|
|
2024
Q3 | $711K | Hold |
4,831
| – | – | 0.34% | 36 |
|
|
2024
Q2 | $756K | Buy |
4,831
+48
| +1% | +$7.51K | 0.41% | 33 |
|
|
2024
Q1 | $754K | Hold |
4,783
| – | – | 0.44% | 31 |
|
|
2023
Q4 | $713K | Hold |
4,783
| – | – | 0.47% | 30 |
|
|
2023
Q3 | $807K | Buy |
4,783
+19
| +0.4% | +$3.2K | 0.65% | 26 |
|
|
2023
Q2 | $750K | Hold |
4,764
| – | – | 0.62% | 27 |
|
|
2023
Q1 | $777K | Sell |
4,764
-12
| -0.3% | -$1.96K | 0.71% | 26 |
|
|
2022
Q4 | $857K | Buy |
+4,776
| New | +$857K | 0.87% | 26 |
|