SAG
SageView Advisory Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
18,094
+2,770
| +18% | +$433K | 0.11% | 111 |
|
|
2025
Q1 | $2.56M | Buy |
15,324
+683
| +5% | +$114K | 0.11% | 103 |
|
|
2024
Q4 | $2.12M | Buy |
14,641
+2,031
| +16% | +$294K | 0.09% | 118 |
|
|
2024
Q3 | $1.86M | Sell |
12,610
-6,354
| -34% | -$936K | 0.09% | 121 |
|
|
2024
Q2 | $2.97M | Buy |
18,964
+3,605
| +23% | +$564K | 0.14% | 93 |
|
|
2024
Q1 | $2.42M | Sell |
15,359
-7,488
| -33% | -$1.18M | 0.12% | 100 |
|
|
2023
Q4 | $3.43M | Buy |
22,847
+10,924
| +92% | +$1.64M | 0.15% | 89 |
|
|
2023
Q3 | $2.01M | Sell |
11,923
-1,388
| -10% | -$234K | 0.12% | 110 |
|
|
2023
Q2 | $2.09M | Buy |
13,311
+1,044
| +9% | +$164K | 0.12% | 114 |
|
|
2023
Q1 | $2M | Buy |
12,267
+6,944
| +130% | +$1.13M | 0.13% | 116 |
|
|
2022
Q4 | $955K | Buy |
+5,323
| New | +$955K | 0.08% | 161 |
|