James Hambro & Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Hold |
4,800
| – | – | 0.03% | 34 |
|
|
2025
Q1 | $804K | Hold |
4,800
| – | – | 0.03% | 37 |
|
|
2024
Q4 | $696K | Hold |
4,800
| – | – | 0.03% | 40 |
|
|
2024
Q3 | $707K | Sell |
4,800
-17
| -0.4% | -$2.5K | 0.03% | 38 |
|
|
2024
Q2 | $753K | Sell |
4,817
-79
| -2% | -$12.4K | 0.04% | 35 |
|
|
2024
Q1 | $772K | Buy |
4,896
+79
| +2% | +$12.5K | 0.04% | 36 |
|
|
2023
Q4 | $718K | Sell |
4,817
-45
| -0.9% | -$6.71K | 0.04% | 35 |
|
|
2023
Q3 | $820K | Buy |
4,862
+45
| +0.9% | +$7.59K | 0.05% | 34 |
|
|
2023
Q2 | $758K | Hold |
4,817
| – | – | 0.05% | 36 |
|
|
2023
Q1 | $786K | Buy |
4,817
+17
| +0.4% | +$2.77K | 0.06% | 37 |
|
|
2022
Q4 | $862K | Hold |
4,800
| – | – | 0.07% | 34 |
|
|
2022
Q3 | $690K | Hold |
4,800
| – | – | 0.06% | 38 |
|
|
2022
Q2 | $695K | Hold |
4,800
| – | – | 0.06% | 37 |
|
|
2022
Q1 | $782K | Hold |
4,800
| – | – | 0.06% | 37 |
|
|
2021
Q4 | $564K | Hold |
4,800
| – | – | 0.04% | 45 |
|
|
2021
Q3 | $487K | Hold |
4,800
| – | – | 0.04% | 57 |
|
|
2021
Q2 | $503K | Hold |
4,800
| – | – | 0.04% | 50 |
|
|
2021
Q1 | $503K | Sell |
4,800
-129
| -3% | -$13.5K | 0.05% | 52 |
|
|
2020
Q4 | $416K | Buy |
4,929
+129
| +3% | +$10.9K | 0.05% | 49 |
|
|
2020
Q3 | $345K | Hold |
4,800
| – | – | 0.05% | 46 |
|
|
2020
Q2 | $428K | Hold |
4,800
| – | – | 0.07% | 40 |
|
|
2020
Q1 | $348K | Hold |
4,800
| – | – | 0.07% | 40 |
|
|
2019
Q4 | $578K | Hold |
4,800
| – | – | 0.1% | 36 |
|
|
2019
Q3 | $569K | Buy |
+4,800
| New | +$569K | 0.11% | 31 |
|
|
2019
Q1 | $591K | Hold |
4,800
| – | – | 0.17% | 28 |
|
|
2018
Q4 | $522K | Buy |
+4,800
| New | +$522K | 0.2% | 28 |
|