HWG Holdings’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 |
-10
| Closed | -$1.67K | – | 69 |
|
2025
Q1 | $1.67K | Buy |
+10
| New | +$1.67K | ﹤0.01% | 124 |
|
2024
Q3 | – | Sell |
-85
| Closed | -$13.3K | – | 67 |
|
2024
Q2 | $13.3K | Buy |
+85
| New | +$13.3K | ﹤0.01% | 83 |
|
2023
Q4 | $2.54K | Sell |
17
-60
| -78% | -$8.95K | ﹤0.01% | 109 |
|
2023
Q3 | $13K | Hold |
77
| – | – | 0.01% | 84 |
|
2023
Q2 | $12.1K | Sell |
77
-5,837
| -99% | -$918K | 0.01% | 90 |
|
2023
Q1 | $965K | Sell |
5,914
-495
| -8% | -$80.8K | 0.55% | 21 |
|
2022
Q4 | $1.15M | Buy |
6,409
+4,994
| +353% | +$896K | 0.74% | 19 |
|
2022
Q3 | $203K | Buy |
+1,415
| New | +$203K | 0.15% | 36 |
|
2022
Q1 | $531K | Sell |
3,258
-6,443
| -66% | -$1.05M | 0.26% | 49 |
|
2021
Q4 | $1.14M | Buy |
+9,701
| New | +$1.14M | 0.49% | 39 |
|
2021
Q2 | $1.37M | Sell |
13,071
-14,695
| -53% | -$1.54M | 0.59% | 31 |
|
2021
Q1 | $2.91M | Buy |
+27,766
| New | +$2.91M | 1.45% | 13 |
|
2019
Q4 | $54K | Buy |
449
+80
| +22% | +$9.62K | 0.04% | 77 |
|
2019
Q3 | $44K | Hold |
369
| – | – | 0.04% | 81 |
|
2019
Q2 | $46K | Buy |
369
+21
| +6% | +$2.62K | 0.04% | 83 |
|
2019
Q1 | $43K | Hold |
348
| – | – | 0.04% | 48 |
|
2018
Q4 | $38K | Buy |
348
+10
| +3% | +$1.09K | 0.08% | 29 |
|
2018
Q3 | $41K | Hold |
338
| – | – | 0.03% | 62 |
|
2018
Q2 | $43K | Hold |
338
| – | – | 0.04% | 65 |
|
2018
Q1 | $39K | Sell |
338
-7,263
| -96% | -$838K | 0.04% | 52 |
|
2017
Q4 | $952K | Buy |
7,601
+4,360
| +135% | +$546K | 0.81% | 29 |
|
2017
Q3 | $381K | Sell |
3,241
-875
| -21% | -$103K | 0.3% | 32 |
|
2017
Q2 | $429K | Sell |
4,116
-15
| -0.4% | -$1.56K | 0.32% | 19 |
|
2017
Q1 | $444K | Sell |
4,131
-35,078
| -89% | -$3.77M | 0.56% | 28 |
|
2016
Q4 | $4.62M | Buy |
39,209
+34,058
| +661% | +$4.01M | 6.25% | 4 |
|
2016
Q3 | $530K | Sell |
5,151
-52,791
| -91% | -$5.43M | 0.56% | 29 |
|
2016
Q2 | $6.07M | Buy |
57,942
+6,758
| +13% | +$708K | 5.64% | 8 |
|
2016
Q1 | $4.88M | Buy |
+51,184
| New | +$4.88M | 4.37% | 6 |
|