SIA
Schear Investment Advisers’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
8,960
+439
| +5% | +$62.9K | 0.64% | 54 |
|
|
2025
Q1 | $1.43M | Buy |
8,521
+1,968
| +30% | +$329K | 0.82% | 42 |
|
|
2024
Q4 | $949K | Sell |
6,553
-6,491
| -50% | -$940K | 0.51% | 57 |
|
|
2024
Q3 | $1.92M | Buy |
13,044
+92
| +0.7% | +$13.5K | 1.19% | 24 |
|
|
2024
Q2 | $2.03M | Sell |
12,952
-459
| -3% | -$71.8K | 1.46% | 18 |
|
|
2024
Q1 | $2.12M | Buy |
13,411
+432
| +3% | +$68.1K | 1.7% | 16 |
|
|
2023
Q4 | $1.94M | Buy |
12,979
+57
| +0.4% | +$8.5K | 1.87% | 14 |
|
|
2023
Q3 | $2.18M | Sell |
12,922
-374
| -3% | -$63.1K | 2.35% | 10 |
|
|
2023
Q2 | $2.09M | Buy |
13,296
+151
| +1% | +$23.8K | 2.21% | 11 |
|
|
2023
Q1 | $2.14M | Sell |
13,145
-88
| -0.7% | -$14.4K | 2.57% | 9 |
|
|
2022
Q4 | $2.38M | Buy |
+13,233
| New | +$2.38M | 2.93% | 6 |
|