SFG
SNS Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,474
-95
| -6% | -$13.6K | 0.02% | 191 |
|
|
2025
Q1 | $262K | Buy |
1,569
+121
| +8% | +$20.2K | 0.03% | 162 |
|
|
2024
Q4 | $210K | Buy |
+1,448
| New | +$210K | 0.02% | 181 |
|
|
2024
Q3 | – | Sell |
-1,661
| Closed | -$260K | – | 194 |
|
|
2024
Q2 | $260K | Buy |
1,661
+75
| +5% | +$11.7K | 0.03% | 156 |
|
|
2024
Q1 | $250K | Buy |
1,586
+31
| +2% | +$4.89K | 0.03% | 162 |
|
|
2023
Q4 | $232K | Sell |
1,555
-41
| -3% | -$6.12K | 0.03% | 164 |
|
|
2023
Q3 | $269K | Buy |
1,596
+29
| +2% | +$4.89K | 0.04% | 148 |
|
|
2023
Q2 | $247K | Sell |
1,567
-6
| -0.4% | -$944 | 0.03% | 156 |
|
|
2023
Q1 | $257K | Sell |
1,573
-20
| -1% | -$3.26K | 0.03% | 158 |
|
|
2022
Q4 | $286K | Buy |
1,593
+82
| +5% | +$14.7K | 0.04% | 156 |
|
|
2022
Q3 | $217K | Buy |
1,511
+56
| +4% | +$8.04K | 0.03% | 163 |
|
|
2022
Q2 | $210K | Buy |
1,455
+66
| +5% | +$9.53K | 0.03% | 167 |
|
|
2022
Q1 | $226K | Buy |
+1,389
| New | +$226K | 0.03% | 180 |
|
|
2020
Q1 | – | Sell |
-3,151
| Closed | -$379K | – | 169 |
|
|
2019
Q4 | $379K | Buy |
3,151
+25
| +0.8% | +$3.01K | 0.07% | 127 |
|
|
2019
Q3 | $371K | Sell |
3,126
-654
| -17% | -$77.6K | 0.07% | 129 |
|
|
2019
Q2 | $471K | Sell |
3,780
-96
| -2% | -$12K | 0.09% | 117 |
|
|
2019
Q1 | $478K | Sell |
3,876
-1,181
| -23% | -$146K | 0.11% | 110 |
|
|
2018
Q4 | $551K | Sell |
5,057
-265
| -5% | -$28.9K | 0.14% | 94 |
|
|
2018
Q3 | $651K | Buy |
5,322
+415
| +8% | +$50.8K | 0.16% | 84 |
|
|
2018
Q2 | $620K | Buy |
4,907
+435
| +10% | +$55K | 0.16% | 82 |
|
|
2018
Q1 | $510K | Sell |
4,472
-1,358
| -23% | -$155K | 0.14% | 91 |
|
|
2017
Q4 | $729K | Sell |
5,830
-866
| -13% | -$108K | 0.18% | 81 |
|
|
2017
Q3 | $787K | Sell |
6,696
-50
| -0.7% | -$5.88K | 0.2% | 82 |
|
|
2017
Q2 | $704K | Sell |
6,746
-181
| -3% | -$18.9K | 0.19% | 88 |
|
|
2017
Q1 | $743K | Buy |
6,927
+2,717
| +65% | +$291K | 0.19% | 84 |
|
|
2016
Q4 | $496K | Buy |
4,210
+1,131
| +37% | +$133K | 0.15% | 99 |
|
|
2016
Q3 | $317K | Sell |
3,079
-187
| -6% | -$19.3K | 0.09% | 94 |
|
|
2016
Q2 | $342K | Buy |
3,266
+386
| +13% | +$40.4K | 0.09% | 87 |
|
|
2016
Q1 | $275K | Buy |
2,880
+59
| +2% | +$5.63K | 0.07% | 88 |
|
|
2015
Q4 | $254K | Buy |
+2,821
| New | +$254K | 0.06% | 86 |
|
|
2015
Q1 | – | Sell |
-8,109
| Closed | -$910K | – | 104 |
|
|
2014
Q4 | $910K | Buy |
8,109
+2,017
| +33% | +$226K | 0.36% | 49 |
|
|
2014
Q3 | $727K | Buy |
6,092
+2,094
| +52% | +$250K | 0.24% | 50 |
|
|
2014
Q2 | $522K | Buy |
3,998
+430
| +12% | +$56.1K | 0.21% | 62 |
|
|
2014
Q1 | $424K | Buy |
3,568
+168
| +5% | +$20K | 0.19% | 50 |
|
|
2013
Q4 | $425K | Buy |
+3,400
| New | +$425K | 0.2% | 74 |
|