Hutner Capital 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 | – | Sell |
-2,488
| Closed | -$416K | – | 45 |
|
2025
Q1 | $416K | Sell |
2,488
-131
| -5% | -$21.9K | 0.18% | 43 |
|
2024
Q4 | $379K | Sell |
2,619
-2,243
| -46% | -$325K | 0.18% | 42 |
|
2024
Q3 | $716K | Sell |
4,862
-13
| -0.3% | -$1.92K | 0.36% | 36 |
|
2024
Q2 | $763K | Buy |
4,875
+500
| +11% | +$78.2K | 0.42% | 34 |
|
2024
Q1 | $690K | Hold |
4,375
| – | – | 0.37% | 36 |
|
2023
Q4 | $653K | Buy |
4,375
+7
| +0.2% | +$1.04K | 0.38% | 36 |
|
2023
Q3 | $737K | Buy |
+4,368
| New | +$737K | 0.45% | 34 |
|