SevenBridge Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
7,552
-1,226
| -14% | -$189K | 0.21% | 114 |
|
|
2025
Q1 | $1.24M | Sell |
8,778
-1,709
| -16% | -$242K | 0.24% | 112 |
|
|
2024
Q4 | $1.65M | Sell |
10,487
-58
| -0.6% | -$9.13K | 0.31% | 85 |
|
|
2024
Q3 | $1.65M | Buy |
10,545
+335
| +3% | +$52.4K | 0.32% | 83 |
|
|
2024
Q2 | $1.46M | Sell |
10,210
-145
| -1% | -$20.8K | 0.32% | 81 |
|
|
2024
Q1 | $1.66M | Sell |
10,355
-985
| -9% | -$158K | 0.38% | 75 |
|
|
2023
Q4 | $1.69M | Sell |
11,340
-43
| -0.4% | -$6.41K | 0.4% | 73 |
|
|
2023
Q3 | $1.92M | Buy |
11,383
+381
| +3% | +$64.2K | 0.5% | 62 |
|
|
2023
Q2 | $1.73M | Buy |
11,002
+80
| +0.7% | +$12.6K | 0.45% | 67 |
|
|
2023
Q1 | $1.78M | Sell |
10,922
-160
| -1% | -$26.1K | 0.49% | 59 |
|
|
2022
Q4 | $1.99M | Hold |
11,082
| – | – | 0.58% | 51 |
|
|
2022
Q3 | $1.59M | Sell |
11,082
-275
| -2% | -$39.5K | 0.54% | 51 |
|
|
2022
Q2 | $1.64M | Sell |
11,357
-222
| -2% | -$32.1K | 0.66% | 43 |
|
|
2022
Q1 | $1.89M | Sell |
11,579
-1,889
| -14% | -$308K | 0.66% | 42 |
|
|
2021
Q4 | $1.58M | Buy |
13,468
+885
| +7% | +$104K | 0.48% | 59 |
|
|
2021
Q3 | $1.28M | Buy |
12,583
+1,551
| +14% | +$157K | 0.43% | 63 |
|
|
2021
Q2 | $1.16M | Buy |
11,032
+144
| +1% | +$15.1K | 0.38% | 71 |
|
|
2021
Q1 | $1.14M | Sell |
10,888
-22
| -0.2% | -$2.31K | 0.42% | 69 |
|
|
2020
Q4 | $921K | Buy |
10,910
+1,137
| +12% | +$96K | 0.36% | 73 |
|
|
2020
Q3 | $704K | Sell |
9,773
-77
| -0.8% | -$5.55K | 0.32% | 79 |
|
|
2020
Q2 | $879K | Sell |
9,850
-935
| -9% | -$83.4K | 0.44% | 62 |
|
|
2020
Q1 | $782K | Buy |
10,785
+2,482
| +30% | +$180K | 0.45% | 60 |
|
|
2019
Q4 | $1M | Buy |
8,303
+547
| +7% | +$65.9K | 0.26% | 60 |
|
|
2019
Q3 | $920K | Buy |
7,756
+1,016
| +15% | +$121K | 0.48% | 59 |
|
|
2019
Q2 | $839K | Buy |
6,740
+345
| +5% | +$42.9K | 0.3% | 62 |
|
|
2019
Q1 | $788K | Buy |
6,395
+50
| +0.8% | +$6.16K | 0.3% | 64 |
|
|
2018
Q4 | $690K | Sell |
6,345
-414
| -6% | -$45K | 0.42% | 63 |
|
|
2018
Q3 | $827K | Sell |
6,759
-48
| -0.7% | -$5.87K | 0.44% | 64 |
|
|
2018
Q2 | $861K | Buy |
6,807
+1,377
| +25% | +$174K | 0.48% | 65 |
|
|
2018
Q1 | $619K | Buy |
5,430
+1,314
| +32% | +$150K | 0.36% | 75 |
|
|
2017
Q4 | $515K | Sell |
4,116
-100
| -2% | -$12.5K | 0.28% | 87 |
|
|
2017
Q3 | $495K | Sell |
4,216
-60
| -1% | -$7.05K | 0.28% | 87 |
|
|
2017
Q2 | $446K | Buy |
4,276
+141
| +3% | +$14.7K | 0.27% | 89 |
|
|
2017
Q1 | $450K | Sell |
4,135
-1,586
| -28% | -$173K | 0.3% | 85 |
|
|
2016
Q4 | $577K | Hold |
5,721
| – | – | 0.42% | 67 |
|
|
2016
Q3 | $577K | Sell |
5,721
-9,570
| -63% | -$965K | 0.42% | 67 |
|
|
2016
Q2 | $1.6M | Buy |
+15,291
| New | +$1.6M | 1.12% | 20 |
|