SEIA
Signature Estate & Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
14,722
-67,375
| -82% | -$9.65M | 0.05% | 146 |
|
|
2025
Q1 | $13.7M | Sell |
82,097
-314,421
| -79% | -$52.6M | 0.36% | 41 |
|
|
2024
Q4 | $57.4M | Buy |
396,518
+7,139
| +2% | +$1.03M | 1.44% | 23 |
|
|
2024
Q3 | $57.3M | Buy |
389,379
+47,652
| +14% | +$7.02M | 1.32% | 24 |
|
|
2024
Q2 | $53.5M | Buy |
341,727
+6,949
| +2% | +$1.09M | 1.34% | 20 |
|
|
2024
Q1 | $52.8M | Buy |
334,778
+47,089
| +16% | +$7.43M | 1.49% | 22 |
|
|
2023
Q4 | $42.9M | Buy |
287,689
+11,170
| +4% | +$1.67M | 1.26% | 27 |
|
|
2023
Q3 | $46.6M | Buy |
276,519
+13,074
| +5% | +$2.2M | 1.58% | 15 |
|
|
2023
Q2 | $41.5M | Buy |
263,445
+20,086
| +8% | +$3.16M | 1.37% | 25 |
|
|
2023
Q1 | $39.7M | Buy |
243,359
+21,012
| +9% | +$3.43M | 1.39% | 25 |
|
|
2022
Q4 | $39.9M | Sell |
222,347
-33,256
| -13% | -$5.97M | 1.44% | 22 |
|
|
2022
Q3 | $36.7M | Buy |
255,603
+8,035
| +3% | +$1.15M | 1.73% | 17 |
|
|
2022
Q2 | $35.8M | Sell |
247,568
-17,715
| -7% | -$2.56M | 1.81% | 22 |
|
|
2022
Q1 | $43.2M | Sell |
265,283
-111,696
| -30% | -$18.2M | 1.98% | 14 |
|
|
2021
Q4 | $44.2M | Sell |
376,979
-13,846
| -4% | -$1.62M | 1.98% | 17 |
|
|
2021
Q3 | $39.6M | Buy |
390,825
+35,559
| +10% | +$3.61M | 1.94% | 16 |
|
|
2021
Q2 | $37.2M | Buy |
355,266
+3,179
| +0.9% | +$333K | 1.67% | 24 |
|
|
2021
Q1 | $36.9M | Buy |
352,087
+9,463
| +3% | +$992K | 1.8% | 15 |
|
|
2020
Q4 | $28.9M | Buy |
342,624
+16,769
| +5% | +$1.42M | 1.56% | 28 |
|
|
2020
Q3 | $23.5M | Buy |
325,855
+56,816
| +21% | +$4.09M | 1.46% | 29 |
|
|
2020
Q2 | $24M | Sell |
269,039
-23,277
| -8% | -$2.08M | 1.7% | 27 |
|
|
2020
Q1 | $21.2M | Buy |
292,316
+69,013
| +31% | +$5M | 1.69% | 25 |
|
|
2019
Q4 | $26.9M | Buy |
223,303
+9,478
| +4% | +$1.14M | 1.64% | 24 |
|
|
2019
Q3 | $25.4M | Buy |
213,825
+10,964
| +5% | +$1.3M | 1.68% | 21 |
|
|
2019
Q2 | $25.2M | Buy |
202,861
+18,709
| +10% | +$2.33M | 1.67% | 21 |
|
|
2019
Q1 | $22.7M | Buy |
184,152
+173,828
| +1,684% | +$21.4M | 1.53% | 26 |
|
|
2018
Q4 | $1.12M | Buy |
10,324
+9,146
| +776% | +$995K | 0.1% | 84 |
|
|
2018
Q3 | $144K | Buy |
+1,178
| New | +$144K | 0.01% | 129 |
|
|
2017
Q3 | – | Sell |
-14,497
| Closed | -$1.51M | – | 149 |
|
|
2017
Q2 | $1.51M | Buy |
14,497
+815
| +6% | +$85K | 0.18% | 63 |
|
|
2017
Q1 | $1.47M | Buy |
13,682
+5,005
| +58% | +$537K | 0.18% | 60 |
|
|
2016
Q4 | $1.02M | Buy |
+8,677
| New | +$1.02M | 0.14% | 71 |
|