Security National Bank of Sioux City Iowa’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,129
| Closed | -$308K | – | 91 |
|
|
2024
Q4 | $308K | Hold |
2,129
| – | – | 0.22% | 78 |
|
|
2024
Q3 | $314K | Buy |
2,129
+256
| +14% | +$37.7K | 0.19% | 88 |
|
|
2024
Q2 | $293K | Hold |
1,873
| – | – | 0.21% | 78 |
|
|
2024
Q1 | $295K | Sell |
1,873
-340
| -15% | -$53.6K | 0.21% | 77 |
|
|
2023
Q4 | $330K | Sell |
2,213
-100
| -4% | -$14.9K | 0.25% | 74 |
|
|
2023
Q3 | $390K | Hold |
2,313
| – | – | 0.3% | 66 |
|
|
2023
Q2 | $364K | Buy |
+2,313
| New | +$364K | 0.27% | 68 |
|
|
2022
Q4 | $499K | Buy |
2,779
+135
| +5% | +$24.2K | 0.38% | 64 |
|
|
2022
Q3 | $380K | Buy |
2,644
+123
| +5% | +$17.7K | 0.34% | 72 |
|
|
2022
Q2 | $365K | Hold |
2,521
| – | – | 0.31% | 71 |
|
|
2022
Q1 | $411K | Buy |
2,521
+150
| +6% | +$24.5K | 0.31% | 67 |
|
|
2021
Q4 | $278K | Hold |
2,371
| – | – | 0.19% | 80 |
|
|
2021
Q3 | $241K | Buy |
+2,371
| New | +$241K | 0.19% | 80 |
|
|
2021
Q2 | – | Sell |
-3,308
| Closed | -$347K | – | 100 |
|
|
2021
Q1 | $347K | Buy |
3,308
+65
| +2% | +$6.82K | 0.28% | 73 |
|
|
2020
Q4 | $274K | Buy |
3,243
+397
| +14% | +$33.5K | 0.23% | 77 |
|
|
2020
Q3 | $204K | Sell |
2,846
-720
| -20% | -$51.6K | 0.19% | 80 |
|
|
2020
Q2 | $318K | Buy |
3,566
+100
| +3% | +$8.92K | 0.34% | 62 |
|
|
2020
Q1 | $251K | Hold |
3,466
| – | – | 0.32% | 62 |
|
|
2019
Q4 | $418K | Buy |
3,466
+188
| +6% | +$22.7K | 0.41% | 61 |
|
|
2019
Q3 | $389K | Hold |
3,278
| – | – | 0.45% | 59 |
|
|
2019
Q2 | $408K | Hold |
3,278
| – | – | 0.48% | 58 |
|
|
2019
Q1 | $404K | Sell |
3,278
-90
| -3% | -$11.1K | 0.47% | 60 |
|
|
2018
Q4 | $366K | Hold |
3,368
| – | – | 0.38% | 61 |
|
|
2018
Q3 | $412K | Buy |
3,368
+190
| +6% | +$23.2K | 0.36% | 66 |
|
|
2018
Q2 | $402K | Sell |
3,178
-11,770
| -79% | -$1.49M | 0.38% | 66 |
|
|
2018
Q1 | $1.71M | Sell |
14,948
-10
| -0.1% | -$1.14K | 1.6% | 21 |
|
|
2017
Q4 | $1.87M | Buy |
14,958
+430
| +3% | +$53.8K | 1.7% | 18 |
|
|
2017
Q3 | $1.71M | Sell |
14,528
-174
| -1% | -$20.4K | 1.67% | 17 |
|
|
2017
Q2 | $1.53M | Sell |
14,702
-340
| -2% | -$35.5K | 1.5% | 21 |
|
|
2017
Q1 | $1.62M | Buy |
15,042
+4,396
| +41% | +$472K | 1.59% | 16 |
|
|
2016
Q4 | $1.25M | Sell |
10,646
-418
| -4% | -$49.2K | 1.3% | 33 |
|
|
2016
Q3 | $1.14M | Buy |
11,064
+146
| +1% | +$15K | 1.27% | 36 |
|
|
2016
Q2 | $1.14M | Buy |
10,918
+1,088
| +11% | +$114K | 1.29% | 37 |
|
|
2016
Q1 | $938K | Sell |
9,830
-1,640
| -14% | -$156K | 1.1% | 42 |
|
|
2015
Q4 | $1.03M | Sell |
11,470
-895
| -7% | -$80.5K | 1.02% | 48 |
|
|
2015
Q3 | $975K | Buy |
12,365
+666
| +6% | +$52.5K | 1.15% | 48 |
|
|
2015
Q2 | $1.13M | Buy |
11,699
+170
| +1% | +$16.4K | 1.23% | 45 |
|
|
2015
Q1 | $1.21M | Buy |
11,529
+791
| +7% | +$83K | 1.3% | 40 |
|
|
2014
Q4 | $1.2M | Sell |
10,738
-27
| -0.3% | -$3.03K | 1.35% | 38 |
|
|
2014
Q3 | $1.29M | Buy |
10,765
+150
| +1% | +$17.9K | 1.44% | 34 |
|
|
2014
Q2 | $1.39M | Buy |
10,615
+34
| +0.3% | +$4.44K | 1.57% | 30 |
|
|
2014
Q1 | $1.26M | Buy |
10,581
+120
| +1% | +$14.3K | 1.47% | 34 |
|
|
2013
Q4 | $1.31M | Buy |
10,461
+2,068
| +25% | +$258K | 1.58% | 29 |
|
|
2013
Q3 | $1.02M | Buy |
8,393
+1,660
| +25% | +$202K | 1.48% | 33 |
|
|
2013
Q2 | $797K | Buy |
+6,733
| New | +$797K | 1.25% | 41 |
|