Seneca House Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $878K | Buy |
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|
2025
Q2 | $791K | Buy |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $707K | Hold |
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|
2023
Q3 | $790K | Hold |
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|
2023
Q2 | $746K | Sell |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $963K | Sell |
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|
2021
Q4 | $818K | Sell |
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|
2021
Q3 | $838K | Sell |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.76M | Sell |
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|
2019
Q3 | $2.94M | Buy |
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|
2019
Q2 | $3.04M | Sell |
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|
2019
Q1 | $3.04M | Buy |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $2.7M | Buy |
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|
2018
Q2 | $2.63M | Buy |
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|
2018
Q1 | $2.31M | Sell |
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|
2017
Q4 | $2.67M | Buy |
|