Safeguard Investment Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
5,876
-8
| -0.1% | -$1.15K | 0.21% | 54 |
|
|
2025
Q1 | $986K | Buy |
5,884
+399
| +7% | +$66.8K | 0.27% | 41 |
|
|
2024
Q4 | $794K | Buy |
5,485
+193
| +4% | +$28K | 0.22% | 46 |
|
|
2024
Q3 | $780K | Buy |
5,292
+548
| +12% | +$80.8K | 0.22% | 42 |
|
|
2024
Q2 | $742K | Buy |
4,744
+58
| +1% | +$9.07K | 0.23% | 42 |
|
|
2024
Q1 | $739K | Sell |
4,686
-19
| -0.4% | -$3K | 0.25% | 44 |
|
|
2023
Q4 | $702K | Buy |
4,705
+50
| +1% | +$7.46K | 0.26% | 42 |
|
|
2023
Q3 | $785K | Sell |
4,655
-3,112
| -40% | -$525K | 0.34% | 37 |
|
|
2023
Q2 | $1.22M | Buy |
7,767
+1,119
| +17% | +$176K | 0.52% | 30 |
|
|
2023
Q1 | $1.08M | Buy |
6,648
+134
| +2% | +$21.9K | 0.52% | 30 |
|
|
2022
Q4 | $1.17M | Sell |
6,514
-142
| -2% | -$25.5K | 0.72% | 31 |
|
|
2022
Q3 | $956K | Buy |
6,656
+3,213
| +93% | +$461K | 0.65% | 32 |
|
|
2022
Q2 | $560K | Hold |
3,443
| – | – | 0.34% | 48 |
|
|
2022
Q1 | $560K | Buy |
3,443
+120
| +4% | +$19.5K | 0.38% | 42 |
|
|
2021
Q4 | $389K | Sell |
3,323
-45
| -1% | -$5.27K | 0.23% | 60 |
|
|
2021
Q3 | $341K | Buy |
3,368
+169
| +5% | +$17.1K | 0.22% | 63 |
|
|
2021
Q2 | $335K | Buy |
3,199
+41
| +1% | +$4.29K | 0.24% | 65 |
|
|
2021
Q1 | $330K | Buy |
3,158
+53
| +2% | +$5.54K | 0.29% | 57 |
|
|
2020
Q4 | $262K | Buy |
+3,105
| New | +$262K | 0.23% | 66 |
|