SWM
SeaCrest Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
24,980
-13,229
| -35% | -$1.89M | 0.39% | 42 |
|
|
2025
Q1 | $6.39M | Sell |
38,209
-998
| -3% | -$167K | 0.72% | 20 |
|
|
2024
Q4 | $5.68M | Sell |
39,207
-104
| -0.3% | -$15.1K | 0.6% | 22 |
|
|
2024
Q3 | $5.79M | Sell |
39,311
-430
| -1% | -$63.3K | 0.62% | 21 |
|
|
2024
Q2 | $6.22M | Sell |
39,741
-320
| -0.8% | -$50.1K | 0.71% | 17 |
|
|
2024
Q1 | $6.32M | Sell |
40,061
-22,352
| -36% | -$3.53M | 0.77% | 18 |
|
|
2023
Q4 | $9.39M | Sell |
62,413
-453
| -0.7% | -$68.1K | 1.16% | 11 |
|
|
2023
Q3 | $10.6M | Buy |
62,866
+1,318
| +2% | +$222K | 1.38% | 8 |
|
|
2023
Q2 | $9.68M | Buy |
61,548
+1,519
| +3% | +$239K | 1.22% | 8 |
|
|
2023
Q1 | $9.79M | Buy |
60,029
+1,160
| +2% | +$189K | 1.33% | 7 |
|
|
2022
Q4 | $10.6M | Buy |
58,869
+321
| +0.5% | +$57.6K | 1.52% | 4 |
|
|
2022
Q3 | $8.41M | Sell |
58,548
-1,708
| -3% | -$245K | 1.28% | 7 |
|
|
2022
Q2 | $8.72M | Buy |
60,256
+2,175
| +4% | +$315K | 1.1% | 7 |
|
|
2022
Q1 | $9.46M | Sell |
58,081
-13,444
| -19% | -$2.19M | 1.09% | 10 |
|
|
2021
Q4 | $8.39M | Buy |
71,525
+4,406
| +7% | +$517K | 0.92% | 13 |
|
|
2021
Q3 | $6.81M | Sell |
67,119
-592
| -0.9% | -$60.1K | 0.82% | 15 |
|
|
2021
Q2 | $7.09M | Sell |
67,711
-329
| -0.5% | -$34.5K | 0.86% | 13 |
|
|
2021
Q1 | $7.13M | Buy |
68,040
+1,053
| +2% | +$110K | 0.94% | 12 |
|
|
2020
Q4 | $5.66M | Sell |
66,987
-1,831
| -3% | -$155K | 0.8% | 17 |
|
|
2020
Q3 | $4.96M | Buy |
68,818
+256
| +0.4% | +$18.4K | 0.79% | 21 |
|
|
2020
Q2 | $6.12M | Sell |
68,562
-2,056
| -3% | -$183K | 1.06% | 11 |
|
|
2020
Q1 | $5.12M | Buy |
70,618
+3,999
| +6% | +$290K | 1.1% | 10 |
|
|
2019
Q4 | $8.03M | Buy |
66,619
+2,584
| +4% | +$311K | 1.35% | 8 |
|
|
2019
Q3 | $7.6M | Buy |
64,035
+4,834
| +8% | +$573K | 1.42% | 6 |
|
|
2019
Q2 | $7.37M | Sell |
59,201
-1,240
| -2% | -$154K | 1.5% | 6 |
|
|
2019
Q1 | $7.45M | Buy |
60,441
+380
| +0.6% | +$46.8K | 1.28% | 7 |
|
|
2018
Q4 | $6.53M | Sell |
60,061
-1,972
| -3% | -$215K | 1.35% | 7 |
|
|
2018
Q3 | $7.59M | Buy |
62,033
+8
| +0% | +$978 | 1.28% | 9 |
|
|
2018
Q2 | $7.84M | Buy |
62,025
+88
| +0.1% | +$11.1K | 1.41% | 5 |
|
|
2018
Q1 | $7.06M | Sell |
61,937
-648
| -1% | -$73.9K | 1.3% | 6 |
|
|
2017
Q4 | $7.84M | Buy |
+62,585
| New | +$7.84M | 1.43% | 4 |
|