SDAM
Shulman DeMeo Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
8,733
-204
| -2% | -$29.2K | 0.31% | 23 |
|
|
2025
Q1 | $1.5M | Buy |
8,937
+57
| +0.6% | +$9.54K | 0.42% | 20 |
|
|
2024
Q4 | $1.29M | Sell |
8,880
-771
| -8% | -$112K | 0.35% | 22 |
|
|
2024
Q3 | $1.42M | Buy |
9,651
+34
| +0.4% | +$5.01K | 0.35% | 22 |
|
|
2024
Q2 | $1.5M | Buy |
9,617
+58
| +0.6% | +$9.07K | 0.39% | 19 |
|
|
2024
Q1 | $1.51M | Sell |
9,559
-8
| -0.1% | -$1.26K | 0.4% | 21 |
|
|
2023
Q4 | $1.43M | Buy |
9,567
+71
| +0.7% | +$10.6K | 0.4% | 18 |
|
|
2023
Q3 | $1.6M | Sell |
9,496
-792
| -8% | -$134K | 0.53% | 15 |
|
|
2023
Q2 | $1.62M | Sell |
10,288
-387
| -4% | -$60.9K | 0.48% | 16 |
|
|
2023
Q1 | $1.74M | Buy |
10,675
+10
| +0.1% | +$1.63K | 0.55% | 16 |
|
|
2022
Q4 | $1.91M | Sell |
10,665
-345
| -3% | -$61.9K | 0.64% | 13 |
|
|
2022
Q3 | $1.58M | Sell |
11,010
-95
| -0.9% | -$13.7K | 0.56% | 15 |
|
|
2022
Q2 | $1.61M | Buy |
11,105
+23
| +0.2% | +$3.33K | 0.53% | 18 |
|
|
2022
Q1 | $1.81M | Buy |
11,082
+411
| +4% | +$66.9K | 0.5% | 17 |
|
|
2021
Q4 | $1.25M | Sell |
10,671
-220
| -2% | -$25.8K | 0.33% | 32 |
|
|
2021
Q3 | $1.11M | Buy |
+10,891
| New | +$1.11M | 0.96% | 20 |
|
|
2021
Q2 | – | Sell |
-11,133
| Closed | -$1.17M | – | 77 |
|
|
2021
Q1 | $1.17M | Buy |
11,133
+2,214
| +25% | +$232K | 0.32% | 36 |
|
|
2020
Q4 | $753K | Sell |
8,919
-2,418
| -21% | -$204K | 0.21% | 51 |
|
|
2020
Q3 | $816K | Sell |
11,337
-75
| -0.7% | -$5.4K | 0.27% | 40 |
|
|
2020
Q2 | $1.02M | Sell |
11,412
-497
| -4% | -$44.3K | 0.39% | 28 |
|
|
2020
Q1 | $863K | Sell |
11,909
-114
| -0.9% | -$8.26K | 0.4% | 30 |
|
|
2019
Q4 | $1.45M | Buy |
12,023
+225
| +2% | +$27.1K | 0.5% | 21 |
|
|
2019
Q3 | $1.4M | Buy |
11,798
+90
| +0.8% | +$10.7K | 0.47% | 25 |
|
|
2019
Q2 | $1.46M | Buy |
11,708
+334
| +3% | +$41.6K | 0.54% | 20 |
|
|
2019
Q1 | $1.4M | Buy |
+11,374
| New | +$1.4M | 0.53% | 22 |
|