SFSIG
San Francisco Sentry Investment Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $342K | Buy |
3,261
+150
| +5% | +$15.7K | 0.18% | 138 |
|
|
2021
Q1 | $326K | Buy |
3,111
+336
| +12% | +$35.2K | 0.14% | 168 |
|
|
2020
Q4 | $234K | Buy |
2,775
+208
| +8% | +$17.5K | 0.11% | 182 |
|
|
2020
Q3 | $185K | Sell |
2,567
-275
| -10% | -$19.8K | 0.09% | 192 |
|
|
2020
Q2 | $254K | Sell |
2,842
-54
| -2% | -$4.83K | 0.14% | 158 |
|
|
2020
Q1 | $210K | Sell |
2,896
-3,974
| -58% | -$288K | 0.13% | 143 |
|
|
2019
Q4 | $828K | Sell |
6,870
-2,436
| -26% | -$294K | 0.37% | 63 |
|
|
2019
Q3 | $1.1M | Sell |
9,306
-9
| -0.1% | -$1.07K | 0.51% | 43 |
|
|
2019
Q2 | $1.16M | Sell |
9,315
-1,322
| -12% | -$164K | 0.53% | 43 |
|
|
2019
Q1 | $1.31M | Sell |
10,637
-4,393
| -29% | -$541K | 0.57% | 34 |
|
|
2018
Q4 | $1.64M | Sell |
15,030
-2,214
| -13% | -$241K | 0.77% | 22 |
|
|
2018
Q3 | $2.11M | Buy |
17,244
+304
| +2% | +$37.2K | 0.79% | 19 |
|
|
2018
Q2 | $2.14M | Sell |
16,940
-18,053
| -52% | -$2.28M | 0.89% | 19 |
|
|
2018
Q1 | $3.99M | Buy |
34,993
+909
| +3% | +$104K | 1.15% | 13 |
|
|
2017
Q4 | $4.27M | Sell |
34,084
-2,223
| -6% | -$278K | 1.25% | 11 |
|
|
2017
Q3 | $4.27M | Buy |
36,307
+5,087
| +16% | +$598K | 1.43% | 9 |
|
|
2017
Q2 | $3.26M | Buy |
31,220
+4,718
| +18% | +$492K | 1.16% | 15 |
|
|
2017
Q1 | $2.85M | Sell |
26,502
-2,468
| -9% | -$265K | 1.57% | 12 |
|
|
2016
Q4 | $3.41M | Buy |
28,970
+85
| +0.3% | +$10K | 1.97% | 6 |
|
|
2016
Q3 | $2.97M | Sell |
28,885
-1,451
| -5% | -$149K | 1.76% | 7 |
|
|
2016
Q2 | $3.18M | Buy |
30,336
+411
| +1% | +$43.1K | 1.96% | 6 |
|
|
2016
Q1 | $2.85M | Buy |
29,925
+952
| +3% | +$90.8K | 1.71% | 8 |
|
|
2015
Q4 | $2.61M | Buy |
28,973
+182
| +0.6% | +$16.4K | 1.63% | 10 |
|
|
2015
Q3 | $2.27M | Sell |
28,791
-1,834
| -6% | -$145K | 1.6% | 8 |
|
|
2015
Q2 | $2.95M | Buy |
30,625
+552
| +2% | +$53.2K | 1.77% | 7 |
|
|
2015
Q1 | $3.16M | Sell |
30,073
-506
| -2% | -$53.1K | 1.88% | 6 |
|
|
2014
Q4 | $3.43M | Sell |
30,579
-815
| -3% | -$91.4K | 1.99% | 7 |
|
|
2014
Q3 | $3.75M | Sell |
31,394
-189
| -0.6% | -$22.6K | 1.88% | 4 |
|
|
2014
Q2 | $4.12M | Sell |
31,583
-4,360
| -12% | -$569K | 1.98% | 4 |
|
|
2014
Q1 | $4.27M | Buy |
35,943
+112
| +0.3% | +$13.3K | 1.37% | 10 |
|
|
2013
Q4 | $4.48M | Sell |
35,831
-1,379
| -4% | -$172K | 1.55% | 10 |
|
|
2013
Q3 | $4.52M | Hold |
37,210
| – | – | 1.71% | 8 |
|
|
2013
Q2 | $4.4M | Buy |
+37,210
| New | +$4.4M | 1.59% | 12 |
|