SAI
Savvy Advisors Inc’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.65M | Buy |
25,474
+6,473
| +34% | +$927K | 0.24% | 66 |
|
2025
Q1 | $3.18M | Buy |
19,001
+4,846
| +34% | +$811K | 0.32% | 59 |
|
2024
Q4 | $2.05M | Buy |
14,155
+8,398
| +146% | +$1.22M | 0.25% | 69 |
|
2024
Q3 | $848K | Buy |
5,757
+1,591
| +38% | +$234K | 0.17% | 122 |
|
2024
Q2 | $652K | Buy |
4,166
+1,363
| +49% | +$213K | 0.21% | 108 |
|
2024
Q1 | $442K | Buy |
2,803
+986
| +54% | +$156K | 0.25% | 105 |
|
2023
Q4 | $271K | Buy |
+1,817
| New | +$271K | 0.26% | 121 |
|