SPA
Shore Point Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Hold |
5,970
| – | – | 0.41% | 33 |
|
|
2025
Q1 | $999K | Hold |
5,970
| – | – | 0.53% | 31 |
|
|
2024
Q4 | $865K | Buy |
5,970
+425
| +8% | +$61.6K | 0.47% | 32 |
|
|
2024
Q3 | $817K | Sell |
5,545
-275
| -5% | -$40.5K | 0.44% | 33 |
|
|
2024
Q2 | $910K | Hold |
5,820
| – | – | 0.52% | 30 |
|
|
2024
Q1 | $918K | Hold |
5,820
| – | – | 0.52% | 30 |
|
|
2023
Q4 | $868K | Hold |
5,820
| – | – | 0.54% | 30 |
|
|
2023
Q3 | $981K | Hold |
5,820
| – | – | 0.71% | 26 |
|
|
2023
Q2 | $916K | Hold |
5,820
| – | – | 0.65% | 28 |
|
|
2023
Q1 | $950K | Hold |
5,820
| – | – | 0.72% | 26 |
|
|
2022
Q4 | $1.04M | Hold |
5,820
| – | – | 0.86% | 23 |
|
|
2022
Q3 | $836K | Hold |
5,820
| – | – | 0.82% | 19 |
|
|
2022
Q2 | $843K | Sell |
5,820
-5,820
| -50% | -$843K | 0.79% | 19 |
|
|
2022
Q1 | $1.9M | Sell |
11,640
-27
| -0.2% | -$4.4K | 1.64% | 13 |
|
|
2021
Q4 | $1.37M | Buy |
+11,667
| New | +$1.37M | 1.14% | 16 |
|