NHC
Nicholas Hoffman & Company’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
24,926
+3,628
| +17% | +$519K | 0.09% | 48 |
|
|
2025
Q1 | $3.56M | Buy |
21,298
+3,811
| +22% | +$638K | 0.14% | 45 |
|
|
2024
Q4 | $2.53M | Buy |
17,487
+203
| +1% | +$29.4K | 0.1% | 56 |
|
|
2024
Q3 | $2.55M | Sell |
17,284
-1,081
| -6% | -$159K | 0.11% | 56 |
|
|
2024
Q2 | $2.87M | Buy |
18,365
+1,118
| +6% | +$175K | 0.13% | 45 |
|
|
2024
Q1 | $2.72M | Buy |
17,247
+147
| +0.9% | +$23.2K | 0.14% | 48 |
|
|
2023
Q4 | $2.55M | Buy |
17,100
+842
| +5% | +$126K | 0.15% | 47 |
|
|
2023
Q3 | $2.74M | Buy |
16,258
+9
| +0.1% | +$1.52K | 0.2% | 41 |
|
|
2023
Q2 | $2.56M | Buy |
16,249
+162
| +1% | +$25.5K | 0.1% | 44 |
|
|
2023
Q1 | $2.62M | Sell |
16,087
-538
| -3% | -$87.8K | 0.24% | 43 |
|
|
2022
Q4 | $2.98M | Buy |
16,625
+118
| +0.7% | +$21.2K | 0.32% | 34 |
|
|
2022
Q3 | $2.37M | Sell |
16,507
-752
| -4% | -$108K | 0.11% | 38 |
|
|
2022
Q2 | $2.5M | Buy |
17,259
+1,217
| +8% | +$176K | 0.12% | 39 |
|
|
2022
Q1 | $2.61M | Buy |
16,042
+280
| +2% | +$45.6K | 0.1% | 40 |
|
|
2021
Q4 | $1.85M | Sell |
15,762
-66
| -0.4% | -$7.75K | 0.06% | 58 |
|
|
2021
Q3 | $1.61M | Sell |
15,828
-621
| -4% | -$63K | 0.28% | 64 |
|
|
2021
Q2 | $1.72M | Buy |
16,449
+7
| +0% | +$733 | 0.31% | 56 |
|
|
2021
Q1 | $1.72M | Sell |
16,442
-32
| -0.2% | -$3.35K | 0.35% | 51 |
|
|
2020
Q4 | $1.39M | Sell |
16,474
-588
| -3% | -$49.6K | 0.32% | 59 |
|
|
2020
Q3 | $1.23M | Sell |
17,062
-1,147
| -6% | -$82.6K | 0.33% | 57 |
|
|
2020
Q2 | $1.63M | Buy |
18,209
+851
| +5% | +$75.9K | 0.47% | 45 |
|
|
2020
Q1 | $1.26M | Buy |
17,358
+3,901
| +29% | +$283K | 0.42% | 52 |
|
|
2019
Q4 | $1.62M | Buy |
13,457
+23
| +0.2% | +$2.77K | 0.45% | 54 |
|
|
2019
Q3 | $1.59M | Buy |
13,434
+22
| +0.2% | +$2.61K | 0.49% | 48 |
|
|
2019
Q2 | $1.67M | Sell |
13,412
-311
| -2% | -$38.7K | 0.52% | 45 |
|
|
2019
Q1 | $1.69M | Sell |
13,723
-558
| -4% | -$68.7K | 0.54% | 44 |
|
|
2018
Q4 | $1.55M | Buy |
14,281
+317
| +2% | +$34.5K | 0.53% | 43 |
|
|
2018
Q3 | $1.71M | Buy |
13,964
+36
| +0.3% | +$4.4K | 0.57% | 38 |
|
|
2018
Q2 | $1.76M | Sell |
13,928
-115
| -0.8% | -$14.5K | 0.65% | 32 |
|
|
2018
Q1 | $1.6M | Sell |
14,043
-146
| -1% | -$16.6K | 0.62% | 34 |
|
|
2017
Q4 | $1.78M | Sell |
14,189
-4,535
| -24% | -$568K | 0.7% | 32 |
|
|
2017
Q3 | $2.2M | Buy |
18,724
+375
| +2% | +$44.1K | 0.93% | 22 |
|
|
2017
Q2 | $1.91M | Sell |
18,349
-176
| -1% | -$18.4K | 0.87% | 26 |
|
|
2017
Q1 | $1.99M | Sell |
18,525
-30
| -0.2% | -$3.22K | 0.93% | 22 |
|
|
2016
Q4 | $2.19M | Sell |
18,555
-6,064
| -25% | -$715K | 1.1% | 18 |
|
|
2016
Q3 | $2.53M | Sell |
24,619
-62
| -0.3% | -$6.38K | 1.39% | 14 |
|
|
2016
Q2 | $2.59M | Buy |
+24,681
| New | +$2.59M | 1.5% | 13 |
|