SWMP
Signature Wealth Management Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
3,635
+105
| +3% | +$15K | 0.3% | 62 |
|
|
2025
Q1 | $591K | Hold |
3,530
| – | – | 0.39% | 51 |
|
|
2024
Q4 | $511K | Hold |
3,530
| – | – | 0.35% | 57 |
|
|
2024
Q3 | $520K | Sell |
3,530
-2,120
| -38% | -$312K | 0.38% | 57 |
|
|
2024
Q2 | $884K | Sell |
5,650
-168
| -3% | -$26.3K | 0.67% | 33 |
|
|
2024
Q1 | $918K | Hold |
5,818
| – | – | 0.75% | 28 |
|
|
2023
Q4 | $868K | Buy |
5,818
+228
| +4% | +$34K | 0.76% | 30 |
|
|
2023
Q3 | $943K | Hold |
5,590
| – | – | 0.92% | 25 |
|
|
2023
Q2 | $880K | Hold |
5,590
| – | – | 0.82% | 28 |
|
|
2023
Q1 | $912K | Sell |
5,590
-100
| -2% | -$16.3K | 0.85% | 29 |
|
|
2022
Q4 | $1.02M | Sell |
5,690
-200
| -3% | -$35.9K | 1.01% | 27 |
|
|
2022
Q3 | $846K | Hold |
5,890
| – | – | 0.93% | 26 |
|
|
2022
Q2 | $853K | Sell |
5,890
-546
| -8% | -$79.1K | 0.87% | 31 |
|
|
2022
Q1 | $1.05M | Sell |
6,436
-300
| -4% | -$48.9K | 0.89% | 30 |
|
|
2021
Q4 | $790K | Sell |
6,736
-100
| -1% | -$11.7K | 0.67% | 39 |
|
|
2021
Q3 | $694K | Hold |
6,836
| – | – | 0.63% | 40 |
|
|
2021
Q2 | $716K | Hold |
6,836
| – | – | 0.65% | 39 |
|
|
2021
Q1 | $716K | Buy |
6,836
+2,060
| +43% | +$216K | 0.69% | 38 |
|
|
2020
Q4 | $403K | Buy |
+4,776
| New | +$403K | 0.4% | 57 |
|