Sanders Morris Harris’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 |
-1,300
| Closed | -$217K | – | 198 |
|
|
2025
Q1 | $217K | Buy |
+1,300
| New | +$217K | 0.03% | 246 |
|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$203K | – | 290 |
|
|
2024
Q2 | $203K | Buy |
+1,300
| New | +$203K | 0.03% | 253 |
|
|
2021
Q2 | – | Sell |
-10,400
| Closed | -$1.09M | – | 321 |
|
|
2021
Q1 | $1.09M | Buy |
10,400
+225
| +2% | +$23.6K | 0.23% | 81 |
|
|
2020
Q4 | $860K | Hold |
10,175
| – | – | 0.2% | 94 |
|
|
2020
Q3 | $733K | Hold |
10,175
| – | – | 0.2% | 107 |
|
|
2020
Q2 | $908K | Sell |
10,175
-1,000
| -9% | -$89.2K | 0.44% | 32 |
|
|
2020
Q1 | $1K | Sell |
11,175
-1,348
| -11% | -$121 | ﹤0.01% | 138 |
|
|
2019
Q4 | $1.52M | Hold |
12,523
| – | – | 0.35% | 80 |
|
|
2019
Q3 | $1.43M | Hold |
12,523
| – | – | 0.34% | 72 |
|
|
2019
Q2 | $1.56M | Buy |
+12,523
| New | +$1.56M | 0.4% | 58 |
|
|
2019
Q1 | – | Sell |
-2,723
| Closed | -$296K | – | 129 |
|
|
2018
Q4 | $296K | Sell |
2,723
-472
| -15% | -$51.3K | 0.16% | 82 |
|
|
2018
Q3 | $391K | Sell |
3,195
-500
| -14% | -$61.2K | 0.18% | 78 |
|
|
2018
Q2 | $467K | Hold |
3,695
| – | – | 0.22% | 67 |
|
|
2018
Q1 | $421K | Hold |
3,695
| – | – | 0.18% | 81 |
|
|
2017
Q4 | $462K | Sell |
3,695
-100
| -3% | -$12.5K | 0.2% | 68 |
|
|
2017
Q3 | $446K | Hold |
3,795
| – | – | 0.19% | 80 |
|
|
2017
Q2 | $396K | Hold |
3,795
| – | – | 0.16% | 72 |
|
|
2017
Q1 | $407K | Hold |
3,795
| – | – | 0.15% | 86 |
|
|
2016
Q4 | $447K | Sell |
3,795
-2,085
| -35% | -$246K | 0.21% | 67 |
|
|
2016
Q3 | $624K | Sell |
5,880
-2,202
| -27% | -$234K | 0.19% | 74 |
|
|
2016
Q2 | $847K | Sell |
8,082
-31,423
| -80% | -$3.29M | 0.2% | 112 |
|
|
2016
Q1 | $3.76M | Buy |
+39,505
| New | +$3.76M | 0.65% | 29 |
|