SIA
Schechter Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.32M | Sell |
13,893
-1,054
| -7% | -$176K | 0.19% | 106 |
|
|
2024
Q4 | $2.16M | Buy |
14,947
+782
| +6% | +$113K | 0.17% | 118 |
|
|
2024
Q3 | $2.09M | Sell |
14,165
-2,037
| -13% | -$300K | 0.15% | 126 |
|
|
2024
Q2 | $2.53M | Buy |
16,202
+368
| +2% | +$57.6K | 0.19% | 93 |
|
|
2024
Q1 | $2.5M | Buy |
15,834
+705
| +5% | +$111K | 0.19% | 100 |
|
|
2023
Q4 | $2.26M | Buy |
15,129
+698
| +5% | +$104K | 0.2% | 97 |
|
|
2023
Q3 | $2.43M | Buy |
14,431
+103
| +0.7% | +$17.4K | 0.24% | 79 |
|
|
2023
Q2 | $2.25M | Sell |
14,328
-233
| -2% | -$36.7K | 0.2% | 94 |
|
|
2023
Q1 | $2.38M | Sell |
14,561
-1,814
| -11% | -$296K | 0.22% | 88 |
|
|
2022
Q4 | $2.94M | Buy |
16,375
+830
| +5% | +$149K | 0.27% | 67 |
|
|
2022
Q3 | $2.23M | Sell |
15,545
-2,029
| -12% | -$292K | 0.22% | 82 |
|
|
2022
Q2 | $2.55M | Sell |
17,574
-1,201
| -6% | -$174K | 0.25% | 60 |
|
|
2022
Q1 | $3.06M | Sell |
18,775
-1,564
| -8% | -$255K | 0.28% | 55 |
|
|
2021
Q4 | $2.39M | Buy |
+20,339
| New | +$2.39M | 0.22% | 88 |
|