HWMG
Hurlow Wealth Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
2,677
-6
| -0.2% | -$859 | 0.11% | 79 |
|
|
2025
Q1 | $449K | Buy |
+2,683
| New | +$449K | 0.14% | 70 |
|
|
2020
Q4 | – | Sell |
-3,063
| Closed | -$221K | – | 94 |
|
|
2020
Q3 | $221K | Sell |
3,063
-141
| -4% | -$10.2K | 0.2% | 82 |
|
|
2020
Q2 | $274K | Sell |
3,204
-44
| -1% | -$3.76K | 0.26% | 71 |
|
|
2020
Q1 | $268K | Sell |
3,248
-396
| -11% | -$32.7K | 0.29% | 72 |
|
|
2019
Q4 | $422K | Hold |
3,644
| – | – | 0.41% | 55 |
|
|
2019
Q3 | $423K | Sell |
3,644
-80
| -2% | -$9.29K | 0.45% | 50 |
|
|
2019
Q2 | $464K | Buy |
3,724
+975
| +35% | +$121K | 0.49% | 45 |
|
|
2019
Q1 | $330K | Sell |
2,749
-30
| -1% | -$3.6K | 0.35% | 68 |
|
|
2018
Q4 | $312K | Buy |
+2,779
| New | +$312K | 0.38% | 66 |
|