SL
Sentry LLC’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $803K | Hold |
5,605
| – | – | 0.16% | 52 |
|
2025
Q1 | $938K | Hold |
5,605
| – | – | 0.18% | 44 |
|
2024
Q4 | $812K | Hold |
5,605
| – | – | 0.16% | 45 |
|
2024
Q3 | $825K | Sell |
5,605
-1,362
| -20% | -$201K | 0.16% | 47 |
|
2024
Q2 | $1.09M | Hold |
6,967
| – | – | 0.2% | 33 |
|
2024
Q1 | $1.1M | Sell |
6,967
-5
| -0.1% | -$789 | 0.21% | 34 |
|
2023
Q4 | $1.04M | Sell |
6,972
-50
| -0.7% | -$7.46K | 0.22% | 34 |
|
2023
Q3 | $1.18M | Sell |
7,022
-6
| -0.1% | -$1.01K | 0.25% | 31 |
|
2023
Q2 | $1.11M | Hold |
7,028
| – | – | 0.24% | 36 |
|
2023
Q1 | $1.15M | Buy |
+7,028
| New | +$1.15M | 0.27% | 34 |
|