SAM
Secure Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
14,271
-3,715
| -21% | -$532K | 0.38% | 73 |
|
|
2025
Q1 | $3.01M | Buy |
17,986
+1,046
| +6% | +$175K | 0.6% | 41 |
|
|
2024
Q4 | $2.45M | Buy |
16,940
+2,662
| +19% | +$386K | 0.37% | 62 |
|
|
2024
Q3 | $2.1M | Buy |
14,278
+2,527
| +22% | +$372K | 0.35% | 60 |
|
|
2024
Q2 | $1.84M | Sell |
11,751
-21
| -0.2% | -$3.29K | 0.35% | 62 |
|
|
2024
Q1 | $1.86M | Sell |
11,772
-773
| -6% | -$122K | 0.44% | 49 |
|
|
2023
Q4 | $1.87M | Buy |
12,545
+102
| +0.8% | +$15.2K | 0.5% | 47 |
|
|
2023
Q3 | $2.1M | Sell |
12,443
-1,725
| -12% | -$291K | 0.63% | 33 |
|
|
2023
Q2 | $2.23M | Buy |
14,168
+1,226
| +9% | +$193K | 0.68% | 32 |
|
|
2023
Q1 | $2.11M | Buy |
12,942
+567
| +5% | +$92.5K | 0.7% | 31 |
|
|
2022
Q4 | $2.22M | Buy |
12,375
+5,652
| +84% | +$1.01M | 0.8% | 28 |
|
|
2022
Q3 | $966K | Buy |
6,723
+1,087
| +19% | +$156K | 0.54% | 32 |
|
|
2022
Q2 | $816K | Buy |
5,636
+1,254
| +29% | +$182K | 0.45% | 41 |
|
|
2022
Q1 | $713K | Buy |
4,382
+593
| +16% | +$96.5K | 0.32% | 61 |
|
|
2021
Q4 | $445K | Buy |
3,789
+1,183
| +45% | +$139K | 0.18% | 97 |
|
|
2021
Q3 | $264K | Sell |
2,606
-105
| -4% | -$10.6K | 0.13% | 143 |
|
|
2021
Q2 | $284K | Sell |
2,711
-1,250
| -32% | -$131K | 0.14% | 137 |
|
|
2021
Q1 | $415K | Buy |
3,961
+979
| +33% | +$103K | 0.23% | 98 |
|
|
2020
Q4 | $252K | Sell |
2,982
-542
| -15% | -$45.8K | 0.15% | 129 |
|
|
2020
Q3 | $254K | Sell |
3,524
-2,884
| -45% | -$208K | 0.17% | 115 |
|
|
2020
Q2 | $572K | Buy |
6,408
+2,921
| +84% | +$261K | 0.4% | 70 |
|
|
2020
Q1 | $253K | Sell |
3,487
-1,561
| -31% | -$113K | 0.27% | 83 |
|
|
2019
Q4 | $608K | Buy |
+5,048
| New | +$608K | 0.43% | 62 |
|