SCA
Sage Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
43,338
+917
| +2% | +$131K | 1.53% | 18 |
|
|
2025
Q1 | $7.1M | Buy |
42,421
+919
| +2% | +$154K | 1.86% | 16 |
|
|
2024
Q4 | $6.01M | Buy |
41,502
+483
| +1% | +$70K | 1.56% | 17 |
|
|
2024
Q3 | $6.04M | Buy |
41,019
+471
| +1% | +$69.4K | 1.58% | 18 |
|
|
2024
Q2 | $6.34M | Buy |
40,548
+1,749
| +5% | +$274K | 1.82% | 15 |
|
|
2024
Q1 | $6.12M | Buy |
38,799
+610
| +2% | +$96.2K | 1.77% | 16 |
|
|
2023
Q4 | $5.7M | Sell |
38,189
-62
| -0.2% | -$9.25K | 1.84% | 17 |
|
|
2023
Q3 | $6.45M | Buy |
+38,251
| New | +$6.45M | 2.37% | 10 |
|
|
2020
Q1 | – | Sell |
-3,611
| Closed | -$435K | – | 96 |
|
|
2019
Q4 | $435K | Buy |
3,611
+5
| +0.1% | +$602 | 0.28% | 63 |
|
|
2019
Q3 | $428K | Hold |
3,606
| – | – | 0.32% | 59 |
|
|
2019
Q2 | $450K | Hold |
3,606
| – | – | 0.31% | 60 |
|
|
2019
Q1 | $444K | Buy |
+3,606
| New | +$444K | 0.29% | 60 |
|