Oak Harvest Investment Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.54M | Buy |
66,627
+1,732
| +3% | +$248K | 1.2% | 26 |
|
|
2025
Q1 | $10.9M | Buy |
64,895
+1,504
| +2% | +$252K | 1.52% | 16 |
|
|
2024
Q4 | $9.18M | Sell |
63,391
-18,389
| -22% | -$2.66M | 1.28% | 22 |
|
|
2024
Q3 | $12M | Buy |
81,780
+26,069
| +47% | +$3.84M | 1.73% | 11 |
|
|
2024
Q2 | $8.71M | Buy |
55,711
+261
| +0.5% | +$40.8K | 1.35% | 26 |
|
|
2024
Q1 | $8.75M | Sell |
55,450
-841
| -1% | -$133K | 1.43% | 23 |
|
|
2023
Q4 | $8.4M | Sell |
56,291
-14,735
| -21% | -$2.2M | 1.68% | 17 |
|
|
2023
Q3 | $12M | Buy |
71,026
+17,874
| +34% | +$3.01M | 2.53% | 8 |
|
|
2023
Q2 | $8.36M | Buy |
53,152
+7,991
| +18% | +$1.26M | 1.87% | 15 |
|
|
2023
Q1 | $7.37M | Buy |
45,161
+4,433
| +11% | +$723K | 1.7% | 15 |
|
|
2022
Q4 | $7.31M | Sell |
40,728
-1,032
| -2% | -$185K | 1.9% | 13 |
|
|
2022
Q3 | $6M | Buy |
41,760
+16,137
| +63% | +$2.32M | 1.6% | 22 |
|
|
2022
Q2 | $3.71M | Buy |
25,623
+6,402
| +33% | +$927K | 1% | 41 |
|
|
2022
Q1 | $3.13M | Buy |
19,221
+6,757
| +54% | +$1.1M | 0.77% | 49 |
|
|
2021
Q4 | $1.46M | Buy |
12,464
+5,868
| +89% | +$689K | 0.36% | 54 |
|
|
2021
Q3 | $669K | Buy |
6,596
+1,966
| +42% | +$199K | 0.2% | 59 |
|
|
2021
Q2 | $485K | Sell |
4,630
-1,671
| -27% | -$175K | 0.16% | 61 |
|
|
2021
Q1 | $660K | Sell |
6,301
-739
| -10% | -$77.4K | 0.25% | 61 |
|
|
2020
Q4 | $595K | Buy |
+7,040
| New | +$595K | 0.26% | 58 |
|