SPC
Sigma Planning Corp’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Sell |
54,881
-1,091
| -2% | -$156K | 0.24% | 77 |
|
|
2025
Q1 | $9.36M | Sell |
55,972
-838
| -1% | -$140K | 0.3% | 58 |
|
|
2024
Q4 | $8.23M | Buy |
56,810
+6,515
| +13% | +$944K | 0.26% | 64 |
|
|
2024
Q3 | $7.41M | Sell |
50,295
-867
| -2% | -$128K | 0.23% | 86 |
|
|
2024
Q2 | $8M | Buy |
51,162
+4,219
| +9% | +$660K | 0.25% | 75 |
|
|
2024
Q1 | $7.4M | Buy |
46,943
+24,713
| +111% | +$3.9M | 0.23% | 81 |
|
|
2023
Q4 | $3.32M | Sell |
22,230
-25,041
| -53% | -$3.74M | 0.26% | 78 |
|
|
2023
Q3 | $7.97M | Sell |
47,271
-459
| -1% | -$77.4K | 0.3% | 61 |
|
|
2023
Q2 | $7.51M | Sell |
47,730
-9,069
| -16% | -$1.43M | 0.27% | 67 |
|
|
2023
Q1 | $9.27M | Buy |
56,799
+75
| +0.1% | +$12.2K | 0.31% | 54 |
|
|
2022
Q4 | $10.2M | Sell |
56,724
-3,435
| -6% | -$617K | 0.36% | 52 |
|
|
2022
Q3 | $8.64M | Sell |
60,159
-3,753
| -6% | -$539K | 0.33% | 58 |
|
|
2022
Q2 | $9.25M | Buy |
63,912
+4,436
| +7% | +$642K | 0.32% | 56 |
|
|
2022
Q1 | $9.69M | Sell |
59,476
-8,831
| -13% | -$1.44M | 0.29% | 63 |
|
|
2021
Q4 | $8.02M | Buy |
68,307
+18,121
| +36% | +$2.13M | 0.22% | 87 |
|
|
2021
Q3 | $5.09M | Sell |
50,186
-29
| -0.1% | -$2.94K | 0.15% | 143 |
|
|
2021
Q2 | $5.26M | Buy |
50,215
+7,959
| +19% | +$834K | 0.16% | 141 |
|
|
2021
Q1 | $4.43M | Sell |
42,256
-1,772
| -4% | -$186K | 0.14% | 174 |
|
|
2020
Q4 | $3.72M | Sell |
44,028
-1,568
| -3% | -$132K | 0.13% | 176 |
|
|
2020
Q3 | $3.28M | Sell |
45,596
-3,486
| -7% | -$251K | 0.13% | 175 |
|
|
2020
Q2 | $4.38M | Sell |
49,082
-3,097
| -6% | -$276K | 0.19% | 109 |
|
|
2020
Q1 | $3.78M | Sell |
52,179
-3,177
| -6% | -$230K | 0.22% | 95 |
|
|
2019
Q4 | $6.67M | Buy |
55,356
+2,010
| +4% | +$242K | 0.28% | 66 |
|
|
2019
Q3 | $6.33M | Buy |
53,346
+1,083
| +2% | +$128K | 0.3% | 62 |
|
|
2019
Q2 | $6.5M | Sell |
52,263
-2,120
| -4% | -$264K | 0.34% | 54 |
|
|
2019
Q1 | $6.7M | Buy |
54,383
+3,413
| +7% | +$420K | 0.38% | 55 |
|
|
2018
Q4 | $5.55M | Sell |
50,970
-1,296
| -2% | -$141K | 0.4% | 54 |
|
|
2018
Q3 | $6.39M | Buy |
52,266
+2,395
| +5% | +$293K | 0.38% | 52 |
|
|
2018
Q2 | $6.31M | Sell |
49,871
-2,309
| -4% | -$292K | 0.42% | 47 |
|
|
2018
Q1 | $5.95M | Buy |
52,180
+5,606
| +12% | +$639K | 0.44% | 46 |
|
|
2017
Q4 | $5.83M | Sell |
46,574
-899
| -2% | -$113K | 0.45% | 42 |
|
|
2017
Q3 | $5.58M | Sell |
47,473
-850
| -2% | -$99.9K | 0.46% | 40 |
|
|
2017
Q2 | $5.04M | Sell |
48,323
-5,090
| -10% | -$531K | 0.47% | 42 |
|
|
2017
Q1 | $5.74M | Sell |
53,413
-145
| -0.3% | -$15.6K | 0.56% | 38 |
|
|
2016
Q4 | $6.3M | Buy |
53,558
+4,234
| +9% | +$498K | 0.69% | 31 |
|
|
2016
Q3 | $5.08M | Sell |
49,324
-437
| -0.9% | -$45K | 0.6% | 33 |
|
|
2016
Q2 | $5.22M | Sell |
49,761
-12,698
| -20% | -$1.33M | 0.68% | 29 |
|
|
2016
Q1 | $5.96M | Buy |
62,459
+2,621
| +4% | +$250K | 0.81% | 20 |
|
|
2015
Q4 | $5.38M | Buy |
59,838
+13,327
| +29% | +$1.2M | 0.75% | 22 |
|
|
2015
Q3 | $3.67M | Buy |
46,511
+4,409
| +10% | +$348K | 0.58% | 28 |
|
|
2015
Q2 | $4.06M | Sell |
42,102
-5,979
| -12% | -$577K | 0.56% | 28 |
|
|
2015
Q1 | $5.05M | Buy |
48,081
+2,994
| +7% | +$314K | 0.67% | 20 |
|
|
2014
Q4 | $5.06M | Buy |
+45,087
| New | +$5.06M | 0.67% | 21 |
|