Hummer Financial Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Hold |
4,483
| – | – | 0.48% | 45 |
|
|
2025
Q1 | $750K | Buy |
4,483
+250
| +6% | +$41.8K | 0.61% | 35 |
|
|
2024
Q4 | $613K | Sell |
4,233
-200
| -5% | -$29K | 0.48% | 38 |
|
|
2024
Q3 | $653K | Hold |
4,433
| – | – | 0.51% | 36 |
|
|
2024
Q2 | $693K | Sell |
4,433
-250
| -5% | -$39.1K | 0.6% | 34 |
|
|
2024
Q1 | $739K | Buy |
4,683
+250
| +6% | +$39.4K | 0.61% | 34 |
|
|
2023
Q4 | $661K | Hold |
4,433
| – | – | 0.6% | 33 |
|
|
2023
Q3 | $747K | Hold |
4,433
| – | – | 0.76% | 27 |
|
|
2023
Q2 | $698K | Hold |
4,433
| – | – | 0.68% | 31 |
|
|
2023
Q1 | $723K | Sell |
4,433
-320
| -7% | -$52.2K | 0.77% | 30 |
|
|
2022
Q4 | $853K | Hold |
4,753
| – | – | 0.94% | 26 |
|
|
2022
Q3 | $683K | Sell |
4,753
-50
| -1% | -$7.19K | 0.8% | 27 |
|
|
2022
Q2 | $695K | Hold |
4,803
| – | – | 0.79% | 31 |
|
|
2022
Q1 | $782K | Buy |
4,803
+370
| +8% | +$60.2K | 0.71% | 30 |
|
|
2021
Q4 | $520K | Sell |
4,433
-535
| -11% | -$62.8K | 0.44% | 48 |
|
|
2021
Q3 | $504K | Hold |
4,968
| – | – | 0.47% | 51 |
|
|
2021
Q2 | $520K | Hold |
4,968
| – | – | 0.48% | 47 |
|
|
2021
Q1 | $521K | Buy |
4,968
+200
| +4% | +$21K | 0.51% | 43 |
|
|
2020
Q4 | $403K | Sell |
4,768
-200
| -4% | -$16.9K | 0.42% | 59 |
|
|
2020
Q3 | $358K | Sell |
4,968
-50
| -1% | -$3.6K | 0.42% | 58 |
|
|
2020
Q2 | $448K | Buy |
5,018
+200
| +4% | +$17.9K | 0.57% | 43 |
|
|
2020
Q1 | $349K | Buy |
4,818
+170
| +4% | +$12.3K | 0.53% | 51 |
|
|
2019
Q4 | $560K | Buy |
+4,648
| New | +$560K | 0.61% | 46 |
|