SHA
Seneca House Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
5,525
+265
| +5% | +$37.9K | 0.34% | 44 |
|
|
2025
Q1 | $880K | Buy |
5,260
+50
| +1% | +$8.36K | 0.37% | 41 |
|
|
2024
Q4 | $755K | Buy |
5,210
+459
| +10% | +$66.5K | 0.3% | 50 |
|
|
2024
Q3 | $700K | Buy |
4,751
+106
| +2% | +$15.6K | 0.29% | 47 |
|
|
2024
Q2 | $727K | Buy |
4,645
+2
| +0% | +$313 | 0.32% | 45 |
|
|
2024
Q1 | $732K | Sell |
4,643
-96
| -2% | -$15.1K | 0.32% | 50 |
|
|
2023
Q4 | $707K | Hold |
4,739
| – | – | 0.33% | 44 |
|
|
2023
Q3 | $790K | Hold |
4,739
| – | – | 0.41% | 43 |
|
|
2023
Q2 | $746K | Sell |
4,739
-50
| -1% | -$7.87K | 0.37% | 46 |
|
|
2023
Q1 | $781K | Sell |
4,789
-77
| -2% | -$12.6K | 0.41% | 45 |
|
|
2022
Q4 | $873K | Sell |
4,866
-344
| -7% | -$61.7K | 0.48% | 45 |
|
|
2022
Q3 | $749K | Buy |
5,210
+54
| +1% | +$7.76K | 0.55% | 47 |
|
|
2022
Q2 | $746K | Sell |
5,156
-760
| -13% | -$110K | 0.49% | 49 |
|
|
2022
Q1 | $963K | Sell |
5,916
-1,054
| -15% | -$172K | 0.51% | 46 |
|
|
2021
Q4 | $818K | Sell |
6,970
-1,291
| -16% | -$152K | 0.43% | 48 |
|
|
2021
Q3 | $838K | Sell |
8,261
-914
| -10% | -$92.7K | 0.5% | 40 |
|
|
2021
Q2 | $961K | Sell |
9,175
-241
| -3% | -$25.2K | 0.62% | 28 |
|
|
2021
Q1 | $987K | Sell |
9,416
-1,059
| -10% | -$111K | 0.7% | 28 |
|
|
2020
Q4 | $885K | Sell |
10,475
-8,210
| -44% | -$694K | 0.64% | 29 |
|
|
2020
Q3 | $1.35M | Sell |
18,685
-2,215
| -11% | -$159K | 1.06% | 22 |
|
|
2020
Q2 | $1.87M | Buy |
20,900
+281
| +1% | +$25.1K | 1.58% | 17 |
|
|
2020
Q1 | $1.5M | Sell |
20,619
-2,273
| -10% | -$165K | 1.58% | 17 |
|
|
2019
Q4 | $2.76M | Sell |
22,892
-1,873
| -8% | -$226K | 2.39% | 12 |
|
|
2019
Q3 | $2.94M | Buy |
24,765
+286
| +1% | +$33.9K | 2.78% | 8 |
|
|
2019
Q2 | $3.04M | Sell |
24,479
-234
| -0.9% | -$29K | 2.79% | 8 |
|
|
2019
Q1 | $3.05M | Buy |
24,713
+1,188
| +5% | +$146K | 2.64% | 9 |
|
|
2018
Q4 | $2.56M | Buy |
23,525
+1,411
| +6% | +$154K | 2.41% | 12 |
|
|
2018
Q3 | $2.7M | Buy |
22,114
+1,332
| +6% | +$163K | 2.12% | 11 |
|
|
2018
Q2 | $2.63M | Buy |
20,782
+488
| +2% | +$61.7K | 2.13% | 12 |
|
|
2018
Q1 | $2.31M | Sell |
20,294
-1,034
| -5% | -$118K | 1.94% | 15 |
|
|
2017
Q4 | $2.67M | Buy |
+21,328
| New | +$2.67M | 2.28% | 10 |
|