SMA
Sage Mountain Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
11,660
-442
| -4% | -$63.3K | 0.11% | 86 |
|
|
2025
Q1 | $2.02M | Buy |
12,102
+219
| +2% | +$36.6K | 0.15% | 74 |
|
|
2024
Q4 | $1.72M | Buy |
11,883
+615
| +5% | +$89.1K | 0.13% | 79 |
|
|
2024
Q3 | $1.66M | Sell |
11,268
-79
| -0.7% | -$11.6K | 0.14% | 75 |
|
|
2024
Q2 | $1.77M | Buy |
11,347
+707
| +7% | +$111K | 0.16% | 66 |
|
|
2024
Q1 | $1.68M | Buy |
10,640
+1,892
| +22% | +$298K | 0.17% | 65 |
|
|
2023
Q4 | $1.3M | Buy |
8,748
+408
| +5% | +$60.9K | 0.15% | 69 |
|
|
2023
Q3 | $1.41M | Buy |
8,340
+1,948
| +30% | +$328K | 0.19% | 58 |
|
|
2023
Q2 | $1.01M | Buy |
6,392
+89
| +1% | +$14K | 0.14% | 70 |
|
|
2023
Q1 | $1.03M | Buy |
6,303
+2,481
| +65% | +$405K | 0.17% | 62 |
|
|
2022
Q4 | $686K | Buy |
3,822
+287
| +8% | +$51.5K | 0.16% | 55 |
|
|
2022
Q3 | $508K | Sell |
3,535
-2,511
| -42% | -$361K | 0.14% | 66 |
|
|
2022
Q2 | $875K | Buy |
6,046
+2,632
| +77% | +$381K | 0.15% | 111 |
|
|
2022
Q1 | $556K | Sell |
3,414
-4,226
| -55% | -$688K | 0.09% | 239 |
|
|
2021
Q4 | $897K | Sell |
7,640
-598
| -7% | -$70.2K | 0.11% | 164 |
|
|
2021
Q3 | $836K | Buy |
8,238
+533
| +7% | +$54.1K | 0.12% | 157 |
|
|
2021
Q2 | $807K | Buy |
7,705
+660
| +9% | +$69.1K | 0.13% | 156 |
|
|
2021
Q1 | $738K | Buy |
7,045
+2,874
| +69% | +$301K | 0.16% | 112 |
|
|
2020
Q4 | $352K | Buy |
+4,171
| New | +$352K | 0.12% | 118 |
|