SWMG
Signature Wealth Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
26,829
-12
| -0% | -$1.72K | 1.52% | 27 |
|
|
2025
Q1 | $4.49M | Buy |
26,841
+198
| +0.7% | +$33.1K | 1.75% | 17 |
|
|
2024
Q4 | $3.86M | Buy |
26,643
+1,759
| +7% | +$255K | 1.55% | 26 |
|
|
2024
Q3 | $3.66M | Buy |
24,884
+433
| +2% | +$63.8K | 1.47% | 32 |
|
|
2024
Q2 | $3.82M | Buy |
24,451
+176
| +0.7% | +$27.5K | 1.68% | 20 |
|
|
2024
Q1 | $3.88M | Buy |
24,275
+566
| +2% | +$90.6K | 1.77% | 19 |
|
|
2023
Q4 | $3.54M | Buy |
+23,709
| New | +$3.54M | 1.63% | 25 |
|
|
2023
Q2 | $3.78M | Buy |
24,045
+845
| +4% | +$133K | 1.76% | 21 |
|
|
2023
Q1 | $3.79M | Sell |
23,200
-81
| -0.3% | -$13.2K | 1.8% | 21 |
|
|
2022
Q4 | $4.18M | Sell |
23,281
-176
| -0.8% | -$31.6K | 2.04% | 13 |
|
|
2022
Q3 | $3.37M | Buy |
23,457
+1,455
| +7% | +$209K | 1.71% | 24 |
|
|
2022
Q2 | $3.19M | Buy |
22,002
+533
| +2% | +$77.2K | 1.55% | 34 |
|
|
2022
Q1 | $3.5M | Sell |
21,469
-10,835
| -34% | -$1.76M | 1.57% | 31 |
|
|
2021
Q4 | $3.79M | Sell |
32,304
-656
| -2% | -$77K | 1.91% | 16 |
|
|
2021
Q3 | $3.34M | Buy |
32,960
+1,368
| +4% | +$139K | 1.86% | 21 |
|
|
2021
Q2 | $3.31M | Buy |
31,592
+160
| +0.5% | +$16.8K | 1.84% | 22 |
|
|
2021
Q1 | $3.29M | Sell |
31,432
-282
| -0.9% | -$29.6K | 1.94% | 18 |
|
|
2020
Q4 | $2.68M | Buy |
31,714
+762
| +2% | +$64.3K | 1.69% | 32 |
|
|
2020
Q3 | $2.23M | Buy |
30,952
+1,795
| +6% | +$129K | 1.6% | 34 |
|
|
2020
Q2 | $2.6M | Buy |
29,157
+441
| +2% | +$39.4K | 1.99% | 27 |
|
|
2020
Q1 | $2.08M | Buy |
28,716
+480
| +2% | +$34.8K | 1.83% | 28 |
|
|
2019
Q4 | $3.4M | Buy |
28,236
+409
| +1% | +$49.3K | 2.15% | 16 |
|
|
2019
Q3 | $3.3M | Buy |
+27,827
| New | +$3.3M | 2.19% | 17 |
|
|
2018
Q4 | – | Sell |
-356
| Closed | -$39K | – | 120 |
|
|
2018
Q3 | $39K | Sell |
356
-41
| -10% | -$4.49K | 0.03% | 121 |
|
|
2018
Q2 | $50K | Sell |
397
-11
| -3% | -$1.39K | 0.04% | 105 |
|
|
2018
Q1 | $47K | Sell |
408
-4
| -1% | -$461 | 0.04% | 102 |
|
|
2017
Q4 | $52K | Buy |
+412
| New | +$52K | 0.04% | 99 |
|