SWM
Sculati Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
18,713
-354
| -2% | -$50.7K | 1.01% | 35 |
|
|
2025
Q1 | $3.19M | Buy |
19,067
+308
| +2% | +$51.5K | 1.29% | 19 |
|
|
2024
Q4 | $2.72M | Sell |
18,759
-1,304
| -6% | -$189K | 1.07% | 28 |
|
|
2024
Q3 | $2.95M | Buy |
20,063
+423
| +2% | +$62.3K | 1.18% | 22 |
|
|
2024
Q2 | $3.07M | Buy |
19,640
+75
| +0.4% | +$11.7K | 1.31% | 23 |
|
|
2024
Q1 | $3.09M | Buy |
19,565
+202
| +1% | +$31.9K | 1.33% | 22 |
|
|
2023
Q4 | $2.89M | Buy |
19,363
+85
| +0.4% | +$12.7K | 1.35% | 22 |
|
|
2023
Q3 | $3.25M | Buy |
19,278
+348
| +2% | +$58.7K | 1.66% | 14 |
|
|
2023
Q2 | $2.98M | Buy |
18,930
+26
| +0.1% | +$4.09K | 1.5% | 16 |
|
|
2023
Q1 | $3.08M | Buy |
18,904
+736
| +4% | +$120K | 1.64% | 14 |
|
|
2022
Q4 | $3.26M | Buy |
18,168
+210
| +1% | +$37.7K | 1.83% | 11 |
|
|
2022
Q3 | $2.58M | Buy |
17,958
+934
| +5% | +$134K | 1.52% | 15 |
|
|
2022
Q2 | $2.47M | Buy |
17,024
+313
| +2% | +$45.3K | 1.41% | 18 |
|
|
2022
Q1 | $2.72M | Buy |
16,711
+1,482
| +10% | +$241K | 1.33% | 18 |
|
|
2021
Q4 | $1.79M | Buy |
15,229
+990
| +7% | +$116K | 0.86% | 37 |
|
|
2021
Q3 | $1.45M | Buy |
14,239
+185
| +1% | +$18.8K | 0.77% | 41 |
|
|
2021
Q2 | $1.47M | Buy |
14,054
+535
| +4% | +$56K | 0.78% | 41 |
|
|
2021
Q1 | $1.42M | Buy |
13,519
+3,826
| +39% | +$401K | 0.82% | 42 |
|
|
2020
Q4 | $819K | Buy |
9,693
+205
| +2% | +$17.3K | 0.54% | 51 |
|
|
2020
Q3 | $683K | Buy |
9,488
+1,148
| +14% | +$82.6K | 0.51% | 50 |
|
|
2020
Q2 | $744K | Buy |
8,340
+1,464
| +21% | +$131K | 0.63% | 45 |
|
|
2020
Q1 | $498K | Buy |
6,876
+2,302
| +50% | +$167K | 0.55% | 50 |
|
|
2019
Q4 | $551K | Buy |
+4,574
| New | +$551K | 0.49% | 58 |
|