SCM
Schnieders Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
50,839
+4,214
| +9% | +$603K | 1.28% | 19 |
|
|
2025
Q1 | $7.8M | Buy |
46,625
+1,720
| +4% | +$288K | 1.67% | 17 |
|
|
2024
Q4 | $6.5M | Buy |
44,905
+1,570
| +4% | +$227K | 1.29% | 19 |
|
|
2024
Q3 | $6.38M | Sell |
43,335
-3,931
| -8% | -$579K | 1.22% | 22 |
|
|
2024
Q2 | $7.39M | Buy |
47,266
+200
| +0.4% | +$31.3K | 1.49% | 19 |
|
|
2024
Q1 | $7.42M | Sell |
47,066
-3,045
| -6% | -$480K | 1.53% | 16 |
|
|
2023
Q4 | $7.47M | Buy |
50,111
+4,005
| +9% | +$597K | 1.65% | 14 |
|
|
2023
Q3 | $7.77M | Buy |
46,106
+1,150
| +3% | +$194K | 1.74% | 15 |
|
|
2023
Q2 | $7.07M | Buy |
44,956
+1,012
| +2% | +$159K | 1.48% | 20 |
|
|
2023
Q1 | $7.17M | Sell |
43,944
-1,282
| -3% | -$209K | 1.61% | 18 |
|
|
2022
Q4 | $8.12M | Sell |
45,226
-2,219
| -5% | -$398K | 1.86% | 13 |
|
|
2022
Q3 | $6.82M | Buy |
47,445
+10,344
| +28% | +$1.49M | 1.8% | 16 |
|
|
2022
Q2 | $5.37M | Buy |
37,101
+1,100
| +3% | +$159K | 1.6% | 16 |
|
|
2022
Q1 | $5.86M | Buy |
36,001
+6,253
| +21% | +$1.02M | 1.4% | 18 |
|
|
2021
Q4 | $3.49M | Buy |
29,748
+950
| +3% | +$111K | 0.82% | 33 |
|
|
2021
Q3 | $2.92M | Sell |
28,798
-28
| -0.1% | -$2.84K | 0.79% | 34 |
|
|
2021
Q2 | $3.02M | Buy |
28,826
+565
| +2% | +$59.2K | 0.82% | 35 |
|
|
2021
Q1 | $2.96M | Buy |
28,261
+7,050
| +33% | +$739K | 0.89% | 34 |
|
|
2020
Q4 | $1.79M | Sell |
21,211
-1,420
| -6% | -$120K | 0.59% | 44 |
|
|
2020
Q3 | $1.63M | Sell |
22,631
-2,032
| -8% | -$146K | 0.61% | 41 |
|
|
2020
Q2 | $2.2M | Sell |
24,663
-204
| -0.8% | -$18.2K | 0.88% | 31 |
|
|
2020
Q1 | $1.8M | Sell |
24,867
-5,930
| -19% | -$430K | 0.87% | 35 |
|
|
2019
Q4 | $3.71M | Buy |
30,797
+26
| +0.1% | +$3.13K | 1.35% | 21 |
|
|
2019
Q3 | $3.65M | Sell |
30,771
-42,237
| -58% | -$5.01M | 1.47% | 21 |
|
|
2019
Q2 | $9.09M | Buy |
73,008
+8,247
| +13% | +$1.03M | 3.56% | 2 |
|
|
2019
Q1 | $7.98M | Buy |
64,761
+10,143
| +19% | +$1.25M | 3.41% | 2 |
|
|
2018
Q4 | $5.94M | Sell |
54,618
-24,175
| -31% | -$2.63M | 2.92% | 4 |
|
|
2018
Q3 | $9.64M | Sell |
78,793
-10,278
| -12% | -$1.26M | 3.95% | 2 |
|
|
2018
Q2 | $11.3M | Buy |
89,071
+1,062
| +1% | +$134K | 4.76% | 1 |
|
|
2018
Q1 | $10M | Buy |
88,009
+2,577
| +3% | +$294K | 4.33% | 1 |
|
|
2017
Q4 | $10.7M | Buy |
85,432
+18
| +0% | +$2.25K | 4.42% | 1 |
|
|
2017
Q3 | $10M | Buy |
85,414
+15,726
| +23% | +$1.85M | 4.38% | 1 |
|
|
2017
Q2 | $7.27M | Buy |
69,688
+125
| +0.2% | +$13K | 3.38% | 2 |
|
|
2017
Q1 | $7.47M | Buy |
69,563
+21,717
| +45% | +$2.33M | 3.58% | 1 |
|
|
2016
Q4 | $5.63M | Buy |
47,846
+10,878
| +29% | +$1.28M | 2.9% | 4 |
|
|
2016
Q3 | $3.81M | Buy |
36,968
+300
| +0.8% | +$30.9K | 2.14% | 10 |
|
|
2016
Q2 | $3.84M | Sell |
36,668
-40
| -0.1% | -$4.19K | 2.14% | 8 |
|
|
2016
Q1 | $3.5M | Sell |
36,708
-2,403
| -6% | -$229K | 2.07% | 10 |
|
|
2015
Q4 | $3.52M | Sell |
39,111
-1,272
| -3% | -$114K | 2.16% | 10 |
|
|
2015
Q3 | $3.19M | Sell |
40,383
-5,049
| -11% | -$398K | 2.2% | 11 |
|
|
2015
Q2 | $4.38M | Sell |
45,432
-485
| -1% | -$46.8K | 2.58% | 6 |
|
|
2015
Q1 | $4.82M | Buy |
45,917
+3,066
| +7% | +$322K | 2.92% | 4 |
|
|
2014
Q4 | $4.81M | Sell |
42,851
-26,570
| -38% | -$2.98M | 3.17% | 2 |
|
|
2014
Q3 | $8.28M | Buy |
69,421
+450
| +0.7% | +$53.7K | 6.13% | 1 |
|
|
2014
Q2 | $9M | Buy |
68,971
+37,821
| +121% | +$4.94M | 6.35% | 1 |
|
|
2014
Q1 | $3.7M | Sell |
31,150
-1,284
| -4% | -$153K | 3.44% | 2 |
|
|
2013
Q4 | $4.05M | Buy |
+32,434
| New | +$4.05M | 3.97% | 1 |
|